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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$42.68
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets8.95B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
PEIOX vs RMFEX Comparison Chart in %
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PEIOX vs. RMFEX commentary
Sep 09, 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: 109B vs. PEIOX (8.95B). RMFEX pays higher dividends than PEIOX: RMFEX (1.49) vs PEIOX (0.97). 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 : 8.06 vs. PEIOX (2.94). RMFEX return over 5 years is better than : 58.84 vs. PEIOX (43.24).
| 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 | 10.582 | 11.638 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 109B | 8% |
| Annual Yield % from dividends | 0.97 | 1.49 | 65% |
| Returns for 1 year | 2.94 | 8.06 | 36% |
| Returns for 3 years | 25.03 | 33.39 | 75% |
| Returns for 5 years | 43.24 | 58.84 | 73% |
| Returns for 10 years | 98.43 | 98.59 | 100% |
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