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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.27
Change-$0.16 (-1.53%)
VolumeN/A
Net Assets536.39M
American Funds American Mutual R4
Price$56.14
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.15B
PNEAX vs RMFEX Comparison Chart
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PNEAX vs. RMFEX commentary
Mar 11, 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: 104B vs. PNEAX (536M). RMFEX pays higher dividends than PNEAX: RMFEX (1.56) vs PNEAX (1.30). 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 : 8.73 vs. PNEAX (3.64). RMFEX return over 5 years is better than : 55.88 vs. PNEAX (12.41).
| 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 | 0.773 | 3.751 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 104B | 1% |
| Annual Yield % from dividends | 1.30 | 1.56 | 83% |
| Returns for 1 year | 3.64 | 8.73 | 42% |
| Returns for 3 years | -7.78 | 20.22 | -38% |
| Returns for 5 years | 12.41 | 55.88 | 22% |
| Returns for 10 years | -27.69 | 75.54 | -37% |