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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$38.92
Change-$1.12 (-2.80%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
PEIQX vs RMFEX Comparison Chart
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PEIQX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B vs. PEIQX (8.97B). RMFEX pays higher dividends than PEIQX: RMFEX (1.95) vs PEIQX (1.85). PEIQX was incepted earlier than RMFEX: PEIQX (15 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEIQX (13.30). 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 : 12.89 vs. PEIQX (9.08). RMFEX return over 5 years is better than : 42.46 vs. PEIQX (26.14).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 7.932 | 11.693 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 98.7B | 9% |
| Annual Yield % from dividends | 1.85 | 1.95 | 95% |
| Returns for 1 year | 9.08 | 12.89 | 70% |
| Returns for 3 years | 3.18 | 15.13 | 21% |
| Returns for 5 years | 26.14 | 42.46 | 62% |
| Returns for 10 years | 76.47 | 67.84 | 113% |
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