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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$41.36
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets8.78B
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets108.87B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Jul 13, 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: 109B vs. PEIQX (8.78B). RMFEX pays higher dividends than PEIQX: RMFEX (1.53) vs PEIQX (1.30). 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 : 10.12 vs. PEIQX (3.24). RMFEX return over 5 years is better than : 64.02 vs. PEIQX (51.55).
| 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 | 6.853 | 9.619 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 109B | 8% |
| Annual Yield % from dividends | 1.30 | 1.53 | 85% |
| Returns for 1 year | 3.24 | 10.12 | 32% |
| Returns for 3 years | 24.20 | 32.24 | 75% |
| Returns for 5 years | 51.55 | 64.02 | 81% |
| Returns for 10 years | 81.67 | 82.91 | 98% |
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