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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$19.09
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets3.44B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
PLVJX vs RMFEX Comparison Chart in %
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PLVJX vs. RMFEX commentary
Jun 28, 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: 106B vs. PLVJX (3.44B). 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 : 9.98 vs. PLVJX (1.85). RMFEX return over 5 years is better than : 66.41 vs. PLVJX (44.39).
| 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 | 1.883 | 7.546 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 106B | 3% |
| Annual Yield % from dividends | 1.17 | 1.58 | 74% |
| Returns for 1 year | 1.85 | 9.98 | 19% |
| Returns for 3 years | 11.24 | 27.58 | 41% |
| Returns for 5 years | 44.39 | 66.41 | 67% |
| Returns for 10 years | 35.90 | 82.97 | 43% |
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