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PFPWX vs RMFCX
PFPWX vs RMFCX Comparison
Open Charts PFPWX vs RMFCX
Parnassus Value Equity Institutional
Price$49.49
Change-$2.43 (-4.68%)
VolumeN/A
Net Assets4.54B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
PFPWX vs RMFCX Comparison Chart
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PFPWX vs. RMFCX 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 RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. PFPWX (4.55B). RMFCX pays higher dividends than PFPWX: RMFCX (1.34) vs PFPWX (1.20). PFPWX was incepted earlier than RMFCX: PFPWX (10 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than PFPWX (0.72). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PFPWX (24.08). RMFCX has a lower initial minimum investment than PFPWX: RMFCX (250) vs PFPWX (100000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. PFPWX (-4.84). PFPWX return over 5 years is better than : 102.71 vs. RMFCX (76.10).
| PFPWX | RMFCX | PFPWX / RMFCX | |
| Total Expense Ratio | 0.65 | 0.91 | 71% |
| Annual Report Gross Expense Ratio | 0.72 | 0.91 | 79% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.274 | 2.814 | -45% |
| 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 | 1.34 | 89% |
| Returns for 1 year | -4.84 | 6.77 | -71% |
| Returns for 3 years | 3.73 | 11.46 | 33% |
| Returns for 5 years | 102.71 | 76.10 | 135% |
| Returns for 10 years | N/A | 64.62 | - |