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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$39.08
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.58B
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
PEIQX vs RMFEX Comparison Chart
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PEIQX vs. RMFEX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEIQX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEIQX (8.58B). RMFEX pays higher dividends than PEIQX: RMFEX (1.65) vs PEIQX (1.46). PEIQX was incepted earlier than RMFEX: PEIQX (15 years) vs RMFEX (23 years). PEIQX (0.77) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMFEX: PEIQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. PEIQX (0.14). RMFEX return over 5 years is better than : 62.10 vs. PEIQX (55.49).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.000 | 3.311 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 105B | 8% |
| Annual Yield % from dividends | 1.46 | 1.65 | 88% |
| Returns for 1 year | 0.14 | 5.60 | 2% |
| Returns for 3 years | 14.99 | 21.59 | 69% |
| Returns for 5 years | 55.49 | 62.10 | 89% |
| Returns for 10 years | 72.82 | 68.42 | 106% |
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