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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$42.91
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets8.15B
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Nov 20, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. PEIQX (8.15B). RMFEX pays higher dividends than PEIQX: RMFEX (1.46) vs PEIQX (1.35). PEIQX was incepted earlier than RMFEX: PEIQX (16 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 : 6.34 vs. PEIQX (-1.85). RMFEX return over 5 years is better than : 55.02 vs. PEIQX (34.98).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 11.222 | 13.076 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 110B | 7% |
| Annual Yield % from dividends | 1.35 | 1.46 | 92% |
| Returns for 1 year | -1.85 | 6.34 | -29% |
| Returns for 3 years | 21.85 | 29.13 | 75% |
| Returns for 5 years | 34.98 | 55.02 | 64% |
| Returns for 10 years | 93.99 | 92.11 | 102% |
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