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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$60.66
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets4.81B
American Funds American Mutual R4
Price$62.58
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets112.47B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Oct 07, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PFPWX (4.81B). RMFEX pays higher dividends than PFPWX: RMFEX (1.46) vs PFPWX (1.05). PFPWX was incepted earlier than RMFEX: PFPWX (10 years) vs RMFEX (23 years). PFPWX (0.71) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PFPWX (24.08). RMFEX has a lower initial minimum investment than PFPWX: RMFEX (250) vs PFPWX (100000). RMFEX (7.77) and PFPWX (7.54) have marching annual gain over last year. RMFEX return over 5 years is better than : 63.30 vs. PFPWX (59.26).
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.345 | 15.212 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 112B | 4% |
| Annual Yield % from dividends | 1.05 | 1.46 | 72% |
| Returns for 1 year | 7.54 | 7.77 | 97% |
| Returns for 3 years | 47.78 | 45.19 | 106% |
| Returns for 5 years | 59.26 | 63.30 | 94% |
| Returns for 10 years | 129.53 | 101.97 | 127% |
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