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PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$41.50
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
PEIOX vs RMFEX Comparison Chart in %
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PEIOX 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 PEIOX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIOX (8.86B). RMFEX pays higher dividends than PEIOX: RMFEX (1.53) vs PEIOX (1.01). 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 : 11.81 vs. PEIOX (5.48). RMFEX return over 5 years is better than : 64.33 vs. PEIOX (51.90).
| 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 | 7.525 | 9.748 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 109B | 8% |
| Annual Yield % from dividends | 1.01 | 1.53 | 66% |
| Returns for 1 year | 5.48 | 11.81 | 46% |
| Returns for 3 years | 22.58 | 30.45 | 74% |
| Returns for 5 years | 51.90 | 64.33 | 81% |
| Returns for 10 years | 80.28 | 86.20 | 93% |
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