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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$43.01
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets8.95B
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Sep 09, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIIX (8.95B). RMFEX (1.49) and PEIIX (1.45) have matching dividends . PEIIX was incepted earlier than RMFEX: PEIIX (25 years) vs RMFEX (23 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 : 9.04 vs. PEIIX (4.55). RMFEX return over 5 years is better than : 59.15 vs. PEIIX (47.33).
| 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 | 23 years | - |
| Gain YTD | 11.105 | 11.509 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 109B | 8% |
| Annual Yield % from dividends | 1.45 | 1.49 | 97% |
| Returns for 1 year | 4.55 | 9.04 | 50% |
| Returns for 3 years | 22.70 | 29.19 | 78% |
| Returns for 5 years | 47.33 | 59.15 | 80% |
| Returns for 10 years | 110.47 | 99.86 | 111% |
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