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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$42.42
Change+$0.14 (+0.33%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets111.18B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. PEIQX (8.64B). RMFEX pays higher dividends than PEIQX: RMFEX (1.46) vs PEIQX (1.34). 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 : 5.28 vs. PEIQX (-2.88). RMFEX return over 5 years is better than : 59.52 vs. PEIQX (39.78).
| 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 | 10.080 | 13.941 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.64B | 111B | 8% |
| Annual Yield % from dividends | 1.34 | 1.46 | 92% |
| Returns for 1 year | -2.88 | 5.28 | -55% |
| Returns for 3 years | 31.85 | 40.09 | 79% |
| Returns for 5 years | 39.78 | 59.52 | 67% |
| Returns for 10 years | 96.39 | 98.84 | 98% |
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