Interact to see
Advertisement
Advertisement
PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$41.68
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets8.86B
American Funds American Mutual R3
Price$59.46
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets109.01B
PEIQX vs RMFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. RMFCX 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 PEIQX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. PEIQX (8.86B). PEIQX (1.30) and RMFCX (1.27) have matching dividends . 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 : 11.47 vs. PEIQX (5.87). RMFCX return over 5 years is better than : 61.83 vs. PEIQX (53.94).
| 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 | 7.679 | 9.596 | 80% |
| 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 | 1.30 | 1.27 | 102% |
| Returns for 1 year | 5.87 | 11.47 | 51% |
| Returns for 3 years | 23.63 | 29.27 | 81% |
| Returns for 5 years | 53.94 | 61.83 | 87% |
| Returns for 10 years | 85.63 | 79.21 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement