Interact to see
Advertisement
Advertisement
PEIQX vs RMFEX
PEIQX vs RMFEX Comparison
Open Charts PEIQX vs RMFEX
Principal Equity Income R5
Price$41.68
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets8.86B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
PEIQX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEIQX (8.86B). RMFEX pays higher dividends than PEIQX: RMFEX (1.53) vs PEIQX (1.30). PEIQX was incepted earlier than RMFEX: PEIQX (15 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 : 11.81 vs. PEIQX (5.87). RMFEX return over 5 years is better than : 64.33 vs. PEIQX (53.94).
| PEIQX | RMFEX | PEIQX / RMFEX | |
| Total Expense Ratio | 0.77 | 0.62 | 124% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 7.679 | 9.748 | 79% |
| 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 | 1.53 | 85% |
| Returns for 1 year | 5.87 | 11.81 | 50% |
| Returns for 3 years | 23.63 | 30.45 | 78% |
| Returns for 5 years | 53.94 | 64.33 | 84% |
| Returns for 10 years | 85.63 | 86.20 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement