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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$19.12
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets3.75B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
PLVJX vs RMFEX Comparison Chart
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PLVJX vs. RMFEX commentary
Jan 19, 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: 103B vs. PLVJX (3.75B). RMFEX pays higher dividends than PLVJX: RMFEX (1.95) vs PLVJX (1.19). PLVJX was incepted earlier than RMFEX: PLVJX (24 years) vs RMFEX (23 years). PLVJX is a more actively managed with annual turnover of: 44.90 vs. RMFEX (25.00). 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 : 12.78 vs. PLVJX (10.63). RMFEX return over 5 years is better than : 39.96 vs. PLVJX (17.00).
| PLVJX | RMFEX | PLVJX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.205 | 2.167 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 103B | 4% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 10.63 | 12.78 | 83% |
| Returns for 3 years | 0.70 | 13.63 | 5% |
| Returns for 5 years | 17.00 | 39.96 | 43% |
| Returns for 10 years | 40.90 | 71.41 | 57% |
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