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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$42.27
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets7.97B
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Jan 15, 2026
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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PEIIX (7.97B). PEIIX (1.56) and RMFEX (1.53) have matching dividends . PEIIX was incepted earlier than RMFEX: PEIIX (25 years) vs RMFEX (24 years). RMFEX (0.62) is less costly to investors than PEIIX (0.54). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIIX (16.30). PEIIX has a lower initial minimum investment than RMFEX: PEIIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.71 vs. PEIIX (9.23). RMFEX return over 5 years is better than : 46.47 vs. PEIIX (25.15).
| PEIIX | RMFEX | PEIIX / RMFEX | |
| Total Expense Ratio | 0.52 | 0.62 | 84% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.249 | 2.111 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 112B | 7% |
| Annual Yield % from dividends | 1.56 | 1.53 | 102% |
| Returns for 1 year | 9.23 | 11.71 | 79% |
| Returns for 3 years | 22.35 | 29.27 | 76% |
| Returns for 5 years | 25.15 | 46.47 | 54% |
| Returns for 10 years | 118.02 | 118.51 | 100% |
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