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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$18.71
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets3.47B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
PLVJX vs RMFEX Comparison Chart
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PLVJX vs. RMFEX commentary
Jun 07, 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: 105B vs. PLVJX (3.47B). RMFEX pays higher dividends than PLVJX: RMFEX (1.58) vs PLVJX (1.17). 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 : 9.37 vs. PLVJX (-0.73). RMFEX return over 5 years is better than : 54.01 vs. PLVJX (26.47).
| 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 | -0.430 | 6.053 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 105B | 3% |
| Annual Yield % from dividends | 1.17 | 1.58 | 74% |
| Returns for 1 year | -0.73 | 9.37 | -8% |
| Returns for 3 years | 0.86 | 18.90 | 5% |
| Returns for 5 years | 26.47 | 54.01 | 49% |
| Returns for 10 years | 31.73 | 77.06 | 41% |
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