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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$54.42
Change-$0.79 (-1.43%)
VolumeN/A
Net Assets4.86B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
PFPWX vs RMFEX Comparison Chart
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PFPWX vs. RMFEX commentary
Feb 23, 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 (4.87B). RMFEX pays higher dividends than PFPWX: RMFEX (1.95) vs PFPWX (1.27). PFPWX was incepted earlier than RMFEX: PFPWX (10 years) vs RMFEX (23 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 : 11.37 vs. PFPWX (5.53). PFPWX (45.59) and RMFEX (43.97) have equivalent 5 years return.
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.480 | 4.880 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 105B | 5% |
| Annual Yield % from dividends | 1.27 | 1.95 | 65% |
| Returns for 1 year | 5.53 | 11.37 | 49% |
| Returns for 3 years | 10.01 | 20.81 | 48% |
| Returns for 5 years | 45.59 | 43.97 | 104% |
| Returns for 10 years | N/A | 71.03 | - |
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