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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.14
Change+$0.12 (+1.20%)
VolumeN/A
Net Assets488.49M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
PNEAX vs RMFEX Comparison Chart
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PNEAX vs. RMFEX commentary
Jun 07, 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: 105B vs. PNEAX (488M). RMFEX pays higher dividends than PNEAX: RMFEX (1.58) vs PNEAX (1.46). PNEAX was incepted earlier than RMFEX: PNEAX (24 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 : 9.37 vs. PNEAX (-0.07). RMFEX return over 5 years is better than : 54.01 vs. PNEAX (6.33).
| PNEAX | RMFEX | PNEAX / RMFEX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -2.757 | 6.053 | -46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 105B | 0% |
| Annual Yield % from dividends | 1.46 | 1.58 | 93% |
| Returns for 1 year | -0.07 | 9.37 | -1% |
| Returns for 3 years | -14.47 | 18.90 | -77% |
| Returns for 5 years | 6.33 | 54.01 | 12% |
| Returns for 10 years | -31.10 | 77.06 | -40% |
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