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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$54.12
Change+$0.38 (+0.71%)
VolumeN/A
Net Assets4.91B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
PFPWX vs RMFEX Comparison Chart
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PFPWX vs. RMFEX commentary
Jan 19, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PFPWX (4.91B). 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 : 12.78 vs. PFPWX (9.04). PFPWX return over 5 years is better than : 45.04 vs. RMFEX (39.96).
| 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 | 2.909 | 2.167 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 103B | 5% |
| Annual Yield % from dividends | 1.27 | 1.95 | 65% |
| Returns for 1 year | 9.04 | 12.78 | 71% |
| Returns for 3 years | 2.92 | 13.63 | 21% |
| Returns for 5 years | 45.04 | 39.96 | 113% |
| Returns for 10 years | N/A | 71.41 | - |
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