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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$19.22
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
PLVJX vs RMFEX Comparison Chart in %
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PLVJX vs. RMFEX commentary
Aug 08, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PLVJX (3.44B). RMFEX pays higher dividends than PLVJX: RMFEX (1.51) vs PLVJX (1.12). PLVJX was incepted earlier than RMFEX: PLVJX (24 years) vs RMFEX (23 years). PLVJX (0.95) 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 : 11.42 vs. PLVJX (3.96). RMFEX return over 5 years is better than : 56.63 vs. PLVJX (34.46).
| PLVJX | RMFEX | PLVJX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 3.443 | 9.583 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 109B | 3% |
| Annual Yield % from dividends | 1.12 | 1.51 | 74% |
| Returns for 1 year | 3.96 | 11.42 | 35% |
| Returns for 3 years | 8.71 | 26.71 | 33% |
| Returns for 5 years | 34.46 | 56.63 | 61% |
| Returns for 10 years | 36.08 | 83.15 | 43% |
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