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PFPWX vs RMEBX
PFPWX vs RMEBX Comparison
Open Charts PFPWX vs RMEBX
Parnassus Value Equity Institutional
Price$49.49
Change-$2.43 (-4.68%)
VolumeN/A
Net Assets4.54B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
PFPWX vs RMEBX Comparison Chart
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PFPWX vs. RMEBX commentary
Apr 05, 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 PFPWX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. PFPWX (4.55B). PFPWX (1.20) and RMEBX (1.18) have matching dividends . PFPWX was incepted earlier than RMEBX: PFPWX (10 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than PFPWX (0.72). RMEBX is a more actively managed with annual turnover of: 31.00 vs. PFPWX (24.08). RMEBX has a lower initial minimum investment than PFPWX: RMEBX (250) vs PFPWX (100000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. PFPWX (-4.84). PFPWX return over 5 years is better than : 102.71 vs. RMEBX (74.87).
| PFPWX | RMEBX | PFPWX / RMEBX | |
| Total Expense Ratio | 0.65 | 1.07 | 61% |
| Annual Report Gross Expense Ratio | 0.72 | 1.07 | 67% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -1.274 | 2.774 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 103B | 4% |
| Annual Yield % from dividends | 1.20 | 1.18 | 101% |
| Returns for 1 year | -4.84 | 6.63 | -73% |
| Returns for 3 years | 3.73 | 11.00 | 34% |
| Returns for 5 years | 102.71 | 74.87 | 137% |
| Returns for 10 years | N/A | 63.22 | - |
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