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PEUCX vs RMFEX
PEUCX vs RMFEX Comparison
Open Charts PEUCX vs RMFEX
Principal Equity Income C
Price$35.36
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets7.75B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
PEUCX vs RMFEX Comparison Chart
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PEUCX vs. RMFEX commentary
Apr 18, 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 PEUCX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. PEUCX (7.75B). RMFEX pays higher dividends than PEUCX: RMFEX (1.61) vs PEUCX (0.63). PEUCX was incepted earlier than RMFEX: PEUCX (23 years) vs RMFEX (23 years). PEUCX (1.65) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEUCX (16.30). RMFEX has a lower initial minimum investment than PEUCX: RMFEX (250) vs PEUCX (1000). RMFEX annual gain was more profitable for investors over the last year : 3.75 vs. PEUCX (-3.17). RMFEX return over 5 years is better than : 51.09 vs. PEUCX (37.60).
| PEUCX | RMFEX | PEUCX / RMFEX | |
| Total Expense Ratio | 1.65 | 0.62 | 266% |
| Annual Report Gross Expense Ratio | 1.65 | 0.62 | 266% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -4.915 | -3.251 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 96.5B | 8% |
| Annual Yield % from dividends | 0.63 | 1.61 | 39% |
| Returns for 1 year | -3.17 | 3.75 | -85% |
| Returns for 3 years | -3.91 | 6.54 | -60% |
| Returns for 5 years | 37.60 | 51.09 | 74% |
| Returns for 10 years | 48.51 | 60.35 | 80% |
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