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PEIJX vs RMFEX
PEIJX vs RMFEX Comparison
Open Charts PEIJX vs RMFEX
Principal Equity Income J
Price$41.73
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
PEIJX vs RMFEX Comparison Chart in %
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PEIJX 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 PEIJX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIJX (8.86B). RMFEX pays higher dividends than PEIJX: RMFEX (1.53) vs PEIJX (1.32). 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 : 11.81 vs. PEIJX (5.88). RMFEX return over 5 years is better than : 64.33 vs. PEIJX (53.95).
| 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 | 7.674 | 9.748 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 109B | 8% |
| Annual Yield % from dividends | 1.32 | 1.53 | 86% |
| Returns for 1 year | 5.88 | 11.81 | 50% |
| Returns for 3 years | 23.65 | 30.45 | 78% |
| Returns for 5 years | 53.95 | 64.33 | 84% |
| Returns for 10 years | N/A | 86.20 | - |