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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$40.99
Change-$3.49 (-7.85%)
VolumeN/A
Net Assets7.39B
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
PEIOX vs RMFEX Comparison Chart in %
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PEIOX vs. RMFEX commentary
Dec 14, 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PEIOX (7.39B). RMFEX pays higher dividends than PEIOX: RMFEX (1.43) vs PEIOX (1.04). 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 : 9.19 vs. PEIOX (1.68). RMFEX return over 5 years is better than : 57.31 vs. PEIOX (35.08).
| 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 | 15.675 | 16.703 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 112B | 7% |
| Annual Yield % from dividends | 1.04 | 1.43 | 72% |
| Returns for 1 year | 1.68 | 9.19 | 18% |
| Returns for 3 years | 25.37 | 31.21 | 81% |
| Returns for 5 years | 35.08 | 57.31 | 61% |
| Returns for 10 years | 106.28 | 105.64 | 101% |
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