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PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$41.42
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets7.95B
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
PEIQX vs RMFEX Comparison Chart in %
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PEIQX vs. RMFEX commentary
Dec 27, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PEIQX (7.95B). RMFEX pays higher dividends than PEIQX: RMFEX (1.43) vs PEIQX (1.29). PEIQX was incepted earlier than RMFEX: PEIQX (16 years) vs RMFEX (24 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 : 8.21 vs. PEIQX (5.91). RMFEX return over 5 years is better than : 48.39 vs. PEIQX (25.73).
| 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 | 24 years | - |
| Gain YTD | 7.485 | 9.983 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95B | 112B | 7% |
| Annual Yield % from dividends | 1.29 | 1.43 | 91% |
| Returns for 1 year | 5.91 | 8.21 | 72% |
| Returns for 3 years | 24.11 | 29.84 | 81% |
| Returns for 5 years | 25.73 | 48.39 | 53% |
| Returns for 10 years | 90.49 | 97.98 | 92% |
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