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PFPWX vs RMEBX
PFPWX vs RMEBX Comparison
Open Charts PFPWX vs RMEBX
Parnassus Value Equity Institutional
Price$49.28
Change+$0.84 (+1.73%)
VolumeN/A
Net Assets4.19B
American Funds American Mutual R2E
Price$54.03
Change+$0.72 (+1.35%)
VolumeN/A
Net Assets97.26B
PFPWX vs RMEBX Comparison Chart
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PFPWX vs. RMEBX commentary
Apr 25, 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 Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 97.3B vs. PFPWX (4.19B). 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 : 3.70 vs. PFPWX (-7.97). PFPWX return over 5 years is better than : 67.31 vs. RMEBX (53.15).
| 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 | -7.891 | -1.317 | 599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 97.3B | 4% |
| Annual Yield % from dividends | 1.20 | 1.18 | 101% |
| Returns for 1 year | -7.97 | 3.70 | -215% |
| Returns for 3 years | 1.19 | 9.15 | 13% |
| Returns for 5 years | 67.31 | 53.15 | 127% |
| Returns for 10 years | N/A | 54.60 | - |
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