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PLVIX vs RMFEX
PLVIX vs RMFEX Comparison
Open Charts PLVIX vs RMFEX
Principal Large Cap Value III Inst
Price$17.81
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets3.35B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
PLVIX vs RMFEX Comparison Chart
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PLVIX vs. RMFEX commentary
Apr 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 PLVIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. PLVIX (3.35B). RMFEX pays higher dividends than PLVIX: RMFEX (1.61) vs PLVIX (1.34). PLVIX was incepted earlier than RMFEX: PLVIX (24 years) vs RMFEX (23 years). PLVIX (0.79) 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 : 3.95 vs. PLVIX (-2.76). RMFEX return over 5 years is better than : 51.09 vs. PLVIX (37.78).
| PLVIX | RMFEX | PLVIX / RMFEX | |
| Total Expense Ratio | 0.72 | 0.62 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.62 | 127% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -6.263 | -3.251 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 96.5B | 3% |
| Annual Yield % from dividends | 1.34 | 1.61 | 83% |
| Returns for 1 year | -2.76 | 3.95 | -70% |
| Returns for 3 years | -5.10 | 6.78 | -75% |
| Returns for 5 years | 37.78 | 51.09 | 74% |
| Returns for 10 years | 28.12 | 58.82 | 48% |
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