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PEIQX vs RMFCX
PEIQX vs RMFCX Comparison
Open Charts PEIQX vs RMFCX
Principal Equity Income R5
Price$42.93
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets8.95B
American Funds American Mutual R3
Price$60.38
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
PEIQX vs RMFCX Comparison Chart in %
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PEIQX vs. RMFCX 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 PEIQX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. PEIQX (8.95B). PEIQX (1.25) and RMFCX (1.24) have matching dividends . PEIQX was incepted earlier than RMFCX: PEIQX (16 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 : 8.71 vs. PEIQX (4.29). RMFCX return over 5 years is better than : 56.72 vs. PEIQX (45.88).
| PEIQX | RMFCX | PEIQX / RMFCX | |
| Total Expense Ratio | 0.77 | 0.91 | 85% |
| Annual Report Gross Expense Ratio | 0.77 | 0.91 | 85% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 10.909 | 11.292 | 97% |
| 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 | 1.25 | 1.24 | 101% |
| Returns for 1 year | 4.29 | 8.71 | 49% |
| Returns for 3 years | 21.94 | 28.01 | 78% |
| Returns for 5 years | 45.88 | 56.72 | 81% |
| Returns for 10 years | 105.75 | 92.34 | 115% |
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