PFPWX
Price
$61.32
Change
-$0.72 (-1.16%)
Updated
Nov 13 closing price
Net Assets
4.83B
RMFEX
Price
$61.97
Change
-$0.71 (-1.13%)
Updated
Nov 13 closing price
Net Assets
112.28B
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PFPWX vs RMFEX

Header iconPFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEXBanner chart's image
Parnassus Value Equity Institutional
Price$61.32
Change-$0.72 (-1.16%)
VolumeN/A
Net Assets4.83B
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Nov 14, 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 PFPWX is a Hold and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PFPWX (4.83B). RMFEX pays higher dividends than PFPWX: RMFEX (1.46) vs PFPWX (1.03). PFPWX was incepted earlier than RMFEX: PFPWX (11 years) vs RMFEX (23 years). PFPWX (0.71) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PFPWX (24.08). RMFEX has a lower initial minimum investment than PFPWX: RMFEX (250) vs PFPWX (100000). RMFEX (7.02) and PFPWX (7.01) have marching annual gain over last year. RMFEX return over 5 years is better than : 57.30 vs. PFPWX (49.45).
PFPWXRMFEXPFPWX / RMFEX
Total Expense Ratio0.650.62105%
Annual Report Gross Expense Ratio0.710.62115%
Fund Existence11 years23 years-
Gain YTD17.96915.396117%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.83B112B4%
Annual Yield % from dividends1.031.4670%
Returns for 1 year7.017.02100%
Returns for 3 years34.5531.78109%
Returns for 5 years49.4557.3086%
Returns for 10 years135.52101.84133%
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