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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$56.91
Change+$0.45 (+0.80%)
VolumeN/A
Net Assets4.56B
American Funds American Mutual R4
Price$60.00
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets108.45B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Aug 09, 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: 108B vs. PFPWX (4.56B). RMFEX pays higher dividends than PFPWX: RMFEX (1.51) vs PFPWX (1.09). 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 : 10.17 vs. PFPWX (7.09). PFPWX (58.09) and RMFEX (57.34) 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 | 7.359 | 10.078 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 108B | 4% |
| Annual Yield % from dividends | 1.09 | 1.51 | 72% |
| Returns for 1 year | 7.09 | 10.17 | 70% |
| Returns for 3 years | 23.23 | 27.15 | 86% |
| Returns for 5 years | 58.09 | 57.34 | 101% |
| Returns for 10 years | 107.70 | 85.69 | 126% |
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