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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$41.74
Change+$0.19 (+0.46%)
VolumeN/A
Net Assets8.86B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIIX (8.86B). RMFEX (1.53) and PEIIX (1.51) 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 : 11.81 vs. PEIIX (6.14). RMFEX return over 5 years is better than : 64.33 vs. PEIIX (55.43).
| 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 | 7.824 | 9.748 | 80% |
| 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 | 1.53 | 99% |
| Returns for 1 year | 6.14 | 11.81 | 52% |
| Returns for 3 years | 24.41 | 30.45 | 80% |
| Returns for 5 years | 55.43 | 64.33 | 86% |
| Returns for 10 years | 89.91 | 86.20 | 104% |
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