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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$49.49
Change-$2.43 (-4.68%)
VolumeN/A
Net Assets4.54B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
PFPWX vs RMFEX Comparison Chart
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PFPWX vs. RMFEX 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PFPWX (4.55B). RMFEX pays higher dividends than PFPWX: RMFEX (1.61) vs PFPWX (1.20). PFPWX was incepted earlier than RMFEX: PFPWX (10 years) vs RMFEX (23 years). PFPWX (0.72) 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 : 7.10 vs. PFPWX (-4.84). PFPWX return over 5 years is better than : 102.71 vs. RMFEX (78.86).
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.72 | 0.62 | 116% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.274 | 2.891 | -44% |
| 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 | 1.61 | 74% |
| Returns for 1 year | -4.84 | 7.10 | -68% |
| Returns for 3 years | 3.73 | 12.51 | 30% |
| Returns for 5 years | 102.71 | 78.86 | 130% |
| Returns for 10 years | N/A | 70.99 | - |
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