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PFPWX vs RMFCX
PFPWX vs RMFCX Comparison
Open Charts PFPWX vs RMFCX
Parnassus Value Equity Institutional
Price$57.79
Change-$0.57 (-0.98%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$58.23
Change-$0.50 (-0.85%)
VolumeN/A
CapitalizationN/A
PFPWX vs RMFCX Comparison Chart
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PFPWX vs. RMFCX 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 PFPWX is a Buy and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. PFPWX (5.04B). RMFCX pays higher dividends than PFPWX: RMFCX (1.69) vs PFPWX (1.27). PFPWX was incepted earlier than RMFCX: PFPWX (10 years) vs RMFCX (22 years). PFPWX is a more actively managed with annual turnover of: 30.19 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than PFPWX: RMFCX (250) vs PFPWX (100000). PFPWX annual gain was more profitable for investors over the last year : 24.44 vs. RMFCX (21.31). PFPWX return over 5 years is better than : 63.30 vs. RMFCX (44.92).
| PFPWX | RMFCX | PFPWX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 14.119 | 16.440 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 104B | 5% |
| Annual Yield % from dividends | 1.27 | 1.69 | 75% |
| Returns for 1 year | 24.44 | 21.31 | 115% |
| Returns for 3 years | -3.96 | 15.46 | -26% |
| Returns for 5 years | 63.30 | 44.92 | 141% |
| Returns for 10 years | N/A | 65.01 | - |