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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$42.23
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets8.61B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
PEIOX vs RMFEX Comparison Chart in %
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PEIOX vs. RMFEX commentary
Oct 19, 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 PEIOX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. PEIOX (8.61B). RMFEX pays higher dividends than PEIOX: RMFEX (1.46) vs PEIOX (1.07). PEIOX was incepted earlier than RMFEX: PEIOX (16 years) vs RMFEX (23 years). PEIOX (1.08) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIOX (16.30). PEIOX has a lower initial minimum investment than RMFEX: PEIOX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. PEIOX (-3.22). RMFEX return over 5 years is better than : 59.52 vs. PEIOX (37.95).
| PEIOX | RMFEX | PEIOX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 9.823 | 13.941 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.61B | 111B | 8% |
| Annual Yield % from dividends | 1.07 | 1.46 | 73% |
| Returns for 1 year | -3.22 | 5.28 | -61% |
| Returns for 3 years | 30.63 | 40.09 | 76% |
| Returns for 5 years | 37.95 | 59.52 | 64% |
| Returns for 10 years | 90.66 | 98.84 | 92% |
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