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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$58.33
Change-$0.20 (-0.34%)
VolumeN/A
Net Assets4.97B
American Funds American Mutual R4
Price$60.90
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets111.52B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Feb 05, 2026
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 PFPWX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PFPWX (4.97B). RMFEX pays higher dividends than PFPWX: RMFEX (1.50) vs PFPWX (0.84). PFPWX was incepted earlier than RMFEX: PFPWX (11 years) vs RMFEX (24 years). PFPWX (0.71) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. PFPWX (24.08). RMFEX has a lower initial minimum investment than PFPWX: RMFEX (250) vs PFPWX (100000). PFPWX annual gain was more profitable for investors over the last year : 8.70 vs. RMFEX (7.80). RMFEX return over 5 years is better than : 46.45 vs. PFPWX (20.23).
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 4.874 | 2.280 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 112B | 4% |
| Annual Yield % from dividends | 0.84 | 1.50 | 56% |
| Returns for 1 year | 8.70 | 7.80 | 112% |
| Returns for 3 years | 22.43 | 29.96 | 75% |
| Returns for 5 years | 20.23 | 46.45 | 44% |
| Returns for 10 years | 159.33 | 114.19 | 140% |
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