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PESAX vs RMFEX
PESAX vs RMFEX Comparison
Open Charts PESAX vs RMFEX
Principal Large Cap Value III R1
Price$21.09
Change-$0.12 (-0.57%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
PESAX vs RMFEX Comparison Chart
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PESAX vs. RMFEX commentary
Nov 18, 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 PESAX is a StrongSell and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. PESAX (3.87B). RMFEX pays higher dividends than PESAX: RMFEX (1.95) vs PESAX (0.64). PESAX was incepted earlier than RMFEX: PESAX (20 years) vs RMFEX (22 years). PESAX is a more actively managed with annual turnover of: 44.90 vs. RMFEX (25.00). PESAX has a lower initial minimum investment than RMFEX: PESAX (0) vs RMFEX (250). PESAX annual gain was more profitable for investors over the last year : 23.43 vs. RMFEX (21.67). RMFEX return over 5 years is better than : 47.96 vs. PESAX (22.29).
| PESAX | RMFEX | PESAX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 17.428 | 16.733 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 104B | 4% |
| Annual Yield % from dividends | 0.64 | 1.95 | 33% |
| Returns for 1 year | 23.43 | 21.67 | 108% |
| Returns for 3 years | 0.16 | 16.52 | 1% |
| Returns for 5 years | 22.29 | 47.96 | 46% |
| Returns for 10 years | 41.88 | 71.19 | 59% |
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