PFPWX
Price
$56.38
Change
+$0.28 (+0.50%)
Updated
Dec 24 closing price
Net Assets
4.85B
RMFEX
Price
$59.73
Change
+$0.23 (+0.39%)
Updated
Dec 24 closing price
Net Assets
111.8B
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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$56.38
Change+$0.28 (+0.50%)
VolumeN/A
Net Assets4.85B
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX 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 PFPWX is a Hold and RMFEX is a Hold.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PFPWX (4.85B). RMFEX pays higher dividends than PFPWX: RMFEX (1.43) vs PFPWX (1.00). 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: 31.00 vs. PFPWX (24.08). RMFEX has a lower initial minimum investment than PFPWX: RMFEX (250) vs PFPWX (100000). RMFEX annual gain was more profitable for investors over the last year : 8.33 vs. PFPWX (5.46). RMFEX return over 5 years is better than : 48.36 vs. PFPWX (24.37).
PFPWXRMFEXPFPWX / RMFEX
Total Expense Ratio0.650.62105%
Annual Report Gross Expense Ratio0.710.62115%
Fund Existence11 years24 years-
Gain YTD7.2079.96572%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.85B112B4%
Annual Yield % from dividends1.001.4370%
Returns for 1 year5.468.3366%
Returns for 3 years27.8530.0193%
Returns for 5 years24.3748.3650%
Returns for 10 years124.4499.29125%
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