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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$53.62
Change-$1.62 (-2.93%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
PFPWX vs RMFEX Comparison Chart
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PFPWX vs. RMFEX commentary
Dec 19, 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 Sell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. PFPWX (5.02B). RMFEX pays higher dividends than PFPWX: RMFEX (1.95) vs PFPWX (1.27). PFPWX was incepted earlier than RMFEX: PFPWX (10 years) vs RMFEX (22 years). PFPWX is a more actively managed with annual turnover of: 30.19 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than PFPWX: RMFEX (250) vs PFPWX (100000). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. PFPWX (10.63). PFPWX return over 5 years is better than : 50.46 vs. RMFEX (42.46).
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 9.084 | 11.693 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 98.7B | 5% |
| Annual Yield % from dividends | 1.27 | 1.95 | 65% |
| Returns for 1 year | 10.63 | 12.89 | 82% |
| Returns for 3 years | 6.98 | 15.13 | 46% |
| Returns for 5 years | 50.46 | 42.46 | 119% |
| Returns for 10 years | N/A | 67.84 | - |
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