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PNBAX vs RMFEX
PNBAX vs RMFEX Comparison
Open Charts PNBAX vs RMFEX
Virtus NFJ Large-Cap Value A
Price$26.36
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets261.06M
American Funds American Mutual R4
Price$56.25
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets102.7B
PNBAX vs RMFEX Comparison Chart
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PNBAX vs. RMFEX commentary
May 25, 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 PNBAX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. PNBAX (261M). RMFEX pays higher dividends than PNBAX: RMFEX (1.65) vs PNBAX (1.36). PNBAX was incepted earlier than RMFEX: PNBAX (23 years) vs RMFEX (23 years). PNBAX (1.00) is less costly to investors than RMFEX (0.62). PNBAX is a more actively managed with annual turnover of: 56.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than PNBAX: RMFEX (250) vs PNBAX (2500). RMFEX annual gain was more profitable for investors over the last year : 6.45 vs. PNBAX (-0.89). RMFEX return over 5 years is better than : 61.32 vs. PNBAX (17.18).
| PNBAX | RMFEX | PNBAX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.00 | 0.62 | 161% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -4.128 | 2.818 | -147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 103B | 0% |
| Annual Yield % from dividends | 1.36 | 1.65 | 83% |
| Returns for 1 year | -0.89 | 6.45 | -14% |
| Returns for 3 years | -10.32 | 18.82 | -55% |
| Returns for 5 years | 17.18 | 61.32 | 28% |
| Returns for 10 years | 32.95 | 69.37 | 47% |