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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$52.95
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets4.46B
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.31B
PFPWX vs RMFEX Comparison Chart
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PFPWX vs. RMFEX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PFPWX (4.46B). RMFEX pays higher dividends than PFPWX: RMFEX (1.58) vs PFPWX (1.18). 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 annual gain was more profitable for investors over the last year : 8.80 vs. PFPWX (-0.08). RMFEX (53.30) and PFPWX (51.22) have equivalent 5 years return.
| 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 | 0.627 | 5.559 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 105B | 4% |
| Annual Yield % from dividends | 1.18 | 1.58 | 75% |
| Returns for 1 year | -0.08 | 8.80 | -1% |
| Returns for 3 years | 13.74 | 19.58 | 70% |
| Returns for 5 years | 51.22 | 53.30 | 96% |
| Returns for 10 years | 95.05 | 76.28 | 125% |
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