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PLVIX vs RMFEX
PLVIX vs RMFEX Comparison
Open Charts PLVIX vs RMFEX
Principal Large Cap Value III Inst
Price$20.63
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.36B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
PLVIX vs RMFEX Comparison Chart in %
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PLVIX vs. RMFEX commentary
Oct 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 PLVIX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. PLVIX (3.36B). RMFEX pays higher dividends than PLVIX: RMFEX (1.46) vs PLVIX (1.24). PLVIX was incepted earlier than RMFEX: PLVIX (25 years) vs RMFEX (23 years). PLVIX (0.71) is less costly to investors than RMFEX (0.62). PLVIX is a more actively managed with annual turnover of: 41.10 vs. RMFEX (31.00). PLVIX has a lower initial minimum investment than RMFEX: PLVIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.19 vs. PLVIX (0.86). RMFEX return over 5 years is better than : 61.35 vs. PLVIX (38.32).
| PLVIX | RMFEX | PLVIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.421 | 15.248 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 113B | 3% |
| Annual Yield % from dividends | 1.24 | 1.46 | 85% |
| Returns for 1 year | 0.86 | 8.19 | 10% |
| Returns for 3 years | 24.51 | 45.24 | 54% |
| Returns for 5 years | 38.32 | 61.35 | 62% |
| Returns for 10 years | 55.03 | 102.04 | 54% |
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