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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$42.83
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets8.15B
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Feb 05, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PEIIX (8.15B). PEIIX (1.51) and RMFEX (1.50) have matching dividends . PEIIX was incepted earlier than RMFEX: PEIIX (26 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: 30.00 vs. PEIIX (16.70). 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 : 7.80 vs. PEIIX (6.88). RMFEX return over 5 years is better than : 46.45 vs. PEIIX (26.33).
| PEIIX | RMFEX | PEIIX / RMFEX | |
| Total Expense Ratio | 0.52 | 0.62 | 84% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 4.617 | 2.280 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 112B | 7% |
| Annual Yield % from dividends | 1.51 | 1.50 | 101% |
| Returns for 1 year | 6.88 | 7.80 | 88% |
| Returns for 3 years | 22.43 | 29.96 | 75% |
| Returns for 5 years | 26.33 | 46.45 | 57% |
| Returns for 10 years | 116.62 | 114.19 | 102% |
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