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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$18.65
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets3.58B
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
PLVJX vs RMFEX Comparison Chart
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PLVJX vs. RMFEX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PLVJX (3.58B). 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 : 6.88 vs. PLVJX (-1.09). RMFEX return over 5 years is better than : 78.86 vs. PLVJX (65.61).
| 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 | -0.323 | 2.891 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 102B | 4% |
| Annual Yield % from dividends | 1.17 | 1.61 | 72% |
| Returns for 1 year | -1.09 | 6.88 | -16% |
| Returns for 3 years | -1.38 | 12.57 | -11% |
| Returns for 5 years | 65.61 | 78.86 | 83% |
| Returns for 10 years | 33.47 | 72.06 | 46% |
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