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PFPWX vs RMFEX
PFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEX
Parnassus Value Equity Institutional
Price$58.18
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets4.64B
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
PFPWX vs RMFEX Comparison Chart in %
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PFPWX vs. RMFEX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PFPWX (4.64B). RMFEX pays higher dividends than PFPWX: RMFEX (1.49) vs PFPWX (1.07). PFPWX was incepted earlier than RMFEX: PFPWX (10 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 annual gain was more profitable for investors over the last year : 8.06 vs. PFPWX (6.37). RMFEX (58.84) and PFPWX (58.09) have equivalent 5 years return.
| PFPWX | RMFEX | PFPWX / RMFEX | |
| Total Expense Ratio | 0.65 | 0.62 | 105% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.458 | 11.638 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 109B | 4% |
| Annual Yield % from dividends | 1.07 | 1.49 | 72% |
| Returns for 1 year | 6.37 | 8.06 | 79% |
| Returns for 3 years | 33.66 | 33.39 | 101% |
| Returns for 5 years | 58.09 | 58.84 | 99% |
| Returns for 10 years | 124.48 | 98.59 | 126% |
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