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PEIIX vs RMFCX
PEIIX vs RMFCX Comparison
Open Charts PEIIX vs RMFCX
Principal Equity Income Inst
Price$41.74
Change+$0.19 (+0.46%)
VolumeN/A
Net Assets8.86B
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
PEIIX vs RMFCX Comparison Chart in %
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PEIIX vs. RMFCX commentary
Jul 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 PEIIX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. PEIIX (8.86B). PEIIX pays higher dividends than RMFCX: PEIIX (1.51) vs RMFCX (1.27). PEIIX was incepted earlier than RMFCX: PEIIX (25 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than PEIIX (0.54). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PEIIX (16.30). PEIIX has a lower initial minimum investment than RMFCX: PEIIX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 11.47 vs. PEIIX (6.14). RMFCX return over 5 years is better than : 61.83 vs. PEIIX (55.43).
| PEIIX | RMFCX | PEIIX / RMFCX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.54 | 0.91 | 59% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 7.824 | 9.596 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 109B | 8% |
| Annual Yield % from dividends | 1.51 | 1.27 | 119% |
| Returns for 1 year | 6.14 | 11.47 | 54% |
| Returns for 3 years | 24.41 | 29.27 | 83% |
| Returns for 5 years | 55.43 | 61.83 | 90% |
| Returns for 10 years | 89.91 | 79.21 | 114% |
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