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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$44.68
Change+$0.39 (+0.88%)
VolumeN/A
Net Assets8.14B
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Dec 04, 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PEIQX (8.14B). RMFEX pays higher dividends than PEIQX: RMFEX (1.43) vs PEIQX (1.29). PEIQX was incepted earlier than RMFEX: PEIQX (16 years) vs RMFEX (23 years). PEIQX (0.77) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEIQX (16.30). PEIQX has a lower initial minimum investment than RMFEX: PEIQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.83 vs. PEIQX (-1.27). RMFEX return over 5 years is better than : 55.19 vs. PEIQX (36.49).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 14.959 | 15.285 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 112B | 7% |
| Annual Yield % from dividends | 1.29 | 1.43 | 91% |
| Returns for 1 year | -1.27 | 5.83 | -22% |
| Returns for 3 years | 23.41 | 28.26 | 83% |
| Returns for 5 years | 36.49 | 55.19 | 66% |
| Returns for 10 years | 102.07 | 97.17 | 105% |
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