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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$42.91
Change+$0.36 (+0.85%)
VolumeN/A
Net Assets8.95B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
PEIJX vs RMFEX Comparison Chart in %
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PEIJX vs. RMFEX commentary
Sep 08, 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 PEIJX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIJX (8.95B). RMFEX pays higher dividends than PEIJX: RMFEX (1.49) vs PEIJX (1.26). PEIJX was incepted earlier than RMFEX: PEIJX (7 years) vs RMFEX (23 years). PEIJX (0.76) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIJX (16.30). RMFEX has a lower initial minimum investment than PEIJX: RMFEX (250) vs PEIJX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.06 vs. PEIJX (3.35). RMFEX return over 5 years is better than : 58.84 vs. PEIJX (45.24).
| PEIJX | RMFEX | PEIJX / RMFEX | |
| Total Expense Ratio | 0.76 | 0.62 | 123% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 10.821 | 11.638 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 109B | 8% |
| Annual Yield % from dividends | 1.26 | 1.49 | 85% |
| Returns for 1 year | 3.35 | 8.06 | 42% |
| Returns for 3 years | 26.16 | 33.39 | 78% |
| Returns for 5 years | 45.24 | 58.84 | 77% |
| Returns for 10 years | N/A | 98.59 | - |
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