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PEIIX vs RMFEX
PEIIX vs RMFEX Comparison
Open Charts PEIIX vs RMFEX
Principal Equity Income Inst
Price$42.92
Change+$0.43 (+1.01%)
VolumeN/A
Net Assets8.72B
American Funds American Mutual R4
Price$62.40
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets111.18B
PEIIX vs RMFEX Comparison Chart in %
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PEIIX vs. RMFEX commentary
Oct 21, 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: 111B vs. PEIIX (8.73B). PEIIX pays higher dividends than RMFEX: PEIIX (1.54) vs RMFEX (1.46). 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 : 5.87 vs. PEIIX (-2.08). RMFEX return over 5 years is better than : 63.57 vs. PEIIX (44.49).
| 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 | 11.435 | 14.880 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.73B | 111B | 8% |
| Annual Yield % from dividends | 1.54 | 1.46 | 106% |
| Returns for 1 year | -2.08 | 5.87 | -35% |
| Returns for 3 years | 34.41 | 40.73 | 84% |
| Returns for 5 years | 44.49 | 63.57 | 70% |
| Returns for 10 years | 99.27 | 96.37 | 103% |
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