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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$59.10
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets4.71B
American Funds American Mutual R4
Price$61.66
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets110.76B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. PFPWX (4.71B). RMFEX pays higher dividends than PFPWX: RMFEX (1.49) vs PFPWX (1.07). 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 : 7.60 vs. PFPWX (5.92). RMFEX (60.46) and PFPWX (59.72) 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 | 12.379 | 12.995 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 111B | 4% |
| Annual Yield % from dividends | 1.07 | 1.49 | 72% |
| Returns for 1 year | 5.92 | 7.60 | 78% |
| Returns for 3 years | 36.72 | 35.14 | 105% |
| Returns for 5 years | 59.72 | 60.46 | 99% |
| Returns for 10 years | 131.76 | 103.82 | 127% |
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