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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$9.46
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets473.99M
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
PNEAX vs RMFEX Comparison Chart
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PNEAX vs. RMFEX commentary
Apr 24, 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 PNEAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.2B vs. PNEAX (474M). RMFEX pays higher dividends than PNEAX: RMFEX (1.61) vs PNEAX (1.42). PNEAX was incepted earlier than RMFEX: PNEAX (23 years) vs RMFEX (23 years). PNEAX (1.02) is less costly to investors than RMFEX (0.62). PNEAX is a more actively managed with annual turnover of: 53.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than PNEAX: RMFEX (250) vs PNEAX (2500). RMFEX annual gain was more profitable for investors over the last year : 1.70 vs. PNEAX (-5.41). RMFEX return over 5 years is better than : 52.96 vs. PNEAX (12.57).
| PNEAX | RMFEX | PNEAX / RMFEX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -8.677 | -3.507 | 247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 96.2B | 0% |
| Annual Yield % from dividends | 1.42 | 1.61 | 88% |
| Returns for 1 year | -5.41 | 1.70 | -319% |
| Returns for 3 years | -18.96 | 8.21 | -231% |
| Returns for 5 years | 12.57 | 52.96 | 24% |
| Returns for 10 years | -36.68 | 57.52 | -64% |