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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$39.85
Change-$0.47 (-1.17%)
VolumeN/A
Net Assets8.5B
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
PEIQX vs RMFCX Comparison Chart
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PEIQX vs. RMFCX 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 PEIQX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. PEIQX (8.5B). PEIQX pays higher dividends than RMFCX: PEIQX (1.40) vs RMFCX (1.31). PEIQX was incepted earlier than RMFCX: PEIQX (15 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than PEIQX (0.77). RMFCX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMFCX: PEIQX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 8.70 vs. PEIQX (1.21). RMFCX return over 5 years is better than : 59.85 vs. PEIQX (47.62).
| PEIQX | RMFCX | PEIQX / RMFCX | |
| Total Expense Ratio | 0.77 | 0.91 | 85% |
| Annual Report Gross Expense Ratio | 0.77 | 0.91 | 85% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.589 | 6.021 | 43% |
| 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 | 1.40 | 1.31 | 107% |
| Returns for 1 year | 1.21 | 8.70 | 14% |
| Returns for 3 years | 19.48 | 28.43 | 69% |
| Returns for 5 years | 47.62 | 59.85 | 80% |
| Returns for 10 years | 74.95 | 69.75 | 107% |
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