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PLVIX vs RMFEX
PLVIX vs RMFEX Comparison
Open Charts PLVIX vs RMFEX
Principal Large Cap Value III Inst
Price$19.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.44B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
PLVIX vs RMFEX Comparison Chart in %
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PLVIX 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 PLVIX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PLVIX (3.44B). RMFEX pays higher dividends than PLVIX: RMFEX (1.51) vs PLVIX (1.29). 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 : 11.42 vs. PLVIX (4.41). RMFEX return over 5 years is better than : 56.63 vs. PLVIX (36.63).
| 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 | 3.632 | 9.583 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 109B | 3% |
| Annual Yield % from dividends | 1.29 | 1.51 | 85% |
| Returns for 1 year | 4.41 | 11.42 | 39% |
| Returns for 3 years | 9.68 | 26.71 | 36% |
| Returns for 5 years | 36.63 | 56.63 | 65% |
| Returns for 10 years | 41.11 | 83.15 | 49% |
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