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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$17.89
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets3.39B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
PLVJX vs RMFEX Comparison Chart
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PLVJX vs. RMFEX commentary
Apr 25, 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 PLVJX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.3B vs. PLVJX (3.39B). RMFEX pays higher dividends than PLVJX: RMFEX (1.61) vs PLVJX (1.17). PLVJX was incepted earlier than RMFEX: PLVJX (24 years) vs RMFEX (23 years). PLVJX (1.09) is less costly to investors than RMFEX (0.62). PLVJX is a more actively managed with annual turnover of: 41.10 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than PLVJX: RMFEX (250) vs PLVJX (1000). RMFEX annual gain was more profitable for investors over the last year : 4.18 vs. PLVJX (-3.97). RMFEX return over 5 years is better than : 56.67 vs. PLVJX (40.08).
| PLVJX | RMFEX | PLVJX / RMFEX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.09 | 0.62 | 176% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -5.110 | -1.167 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 97.3B | 3% |
| Annual Yield % from dividends | 1.17 | 1.61 | 72% |
| Returns for 1 year | -3.97 | 4.18 | -95% |
| Returns for 3 years | -3.00 | 10.64 | -28% |
| Returns for 5 years | 40.08 | 56.67 | 71% |
| Returns for 10 years | 25.07 | 61.98 | 40% |
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