Interact to see
Advertisement
Advertisement
PEIOX vs RMFEX
PEIOX vs RMFEX Comparison
Open Charts PEIOX vs RMFEX
Principal Equity Income R3
Price$41.90
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets8.85B
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
PEIOX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIOX vs. RMFEX commentary
Aug 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: 110B vs. PEIOX (8.85B). RMFEX pays higher dividends than PEIOX: RMFEX (1.51) vs PEIOX (1.00). 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 : 8.10 vs. PEIOX (2.01). RMFEX return over 5 years is better than : 57.34 vs. PEIOX (41.12).
| 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 | 8.562 | 10.922 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 110B | 8% |
| Annual Yield % from dividends | 1.00 | 1.51 | 66% |
| Returns for 1 year | 2.01 | 8.10 | 25% |
| Returns for 3 years | 12.98 | 23.84 | 54% |
| Returns for 5 years | 41.12 | 57.34 | 72% |
| Returns for 10 years | 81.88 | 86.04 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CGFFX | 83.35 | -0.05 | -0.06% |
| American Funds Growth Fund of Amer 529F | |||
| GGCCX | 100.97 | -0.21 | -0.21% |
| Gabelli Growth C | |||
| PFPWX | 57.56 | -0.17 | -0.29% |
| Parnassus Value Equity Institutional | |||
| GSMVX | 16.57 | -0.13 | -0.78% |
| Goldman Sachs Small/Mid Cap Equity Instl | |||
| KSOCX | 141.24 | -2.58 | -1.79% |
| Kinetics Small Cap Opportunities Adv C | |||