Interact to see
Advertisement
Advertisement
PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$19.35
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets3.48B
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
PLVJX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. RMFEX commentary
Jul 18, 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: 108B vs. PLVJX (3.48B). RMFEX pays higher dividends than PLVJX: RMFEX (1.53) vs PLVJX (1.13). 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 : 8.17 vs. PLVJX (-0.34). RMFEX return over 5 years is better than : 59.19 vs. PLVJX (38.04).
| 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 | 3.712 | 9.454 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 108B | 3% |
| Annual Yield % from dividends | 1.13 | 1.53 | 74% |
| Returns for 1 year | -0.34 | 8.17 | -4% |
| Returns for 3 years | 15.08 | 31.60 | 48% |
| Returns for 5 years | 38.04 | 59.19 | 64% |
| Returns for 10 years | 35.42 | 82.54 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement