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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$39.65
Change-$0.47 (-1.17%)
VolumeN/A
Net Assets8.5B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
PEIOX vs RMFEX Comparison Chart
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PEIOX vs. RMFEX commentary
Jun 16, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. PEIOX (8.5B). RMFEX pays higher dividends than PEIOX: RMFEX (1.58) vs PEIOX (1.11). PEIOX was incepted earlier than RMFEX: PEIOX (15 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 : 9.03 vs. PEIOX (0.82). RMFEX return over 5 years is better than : 62.32 vs. PEIOX (45.62).
| PEIOX | RMFEX | PEIOX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.446 | 6.152 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 106B | 8% |
| Annual Yield % from dividends | 1.11 | 1.58 | 70% |
| Returns for 1 year | 0.82 | 9.03 | 9% |
| Returns for 3 years | 18.58 | 29.63 | 63% |
| Returns for 5 years | 45.62 | 62.32 | 73% |
| Returns for 10 years | 69.83 | 76.27 | 92% |
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