PFPWX
Price
$58.08
Change
+$0.35 (+0.61%)
Updated
Jan 15 closing price
Net Assets
4.95B
RMFEX
Price
$60.67
Change
+$0.22 (+0.36%)
Updated
Jan 15 closing price
Net Assets
111.52B
Interact to see
Advertisement

PFPWX vs RMFEX

Header iconPFPWX vs RMFEX Comparison
Open Charts PFPWX vs RMFEXBanner chart's image
Parnassus Value Equity Institutional
Price$58.08
Change+$0.35 (+0.61%)
VolumeN/A
Net Assets4.95B
American Funds American Mutual R4
Price$60.67
Change+$0.22 (+0.36%)
VolumeN/A
Net Assets111.52B
PFPWX vs RMFEX Comparison Chart in %
View a ticker or compare two or three
VS
PFPWX vs. RMFEX commentary
Jan 16, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PFPWX (4.95B). RMFEX pays higher dividends than PFPWX: RMFEX (1.53) vs PFPWX (0.87). 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 : 11.71 vs. PFPWX (10.60). RMFEX return over 5 years is better than : 46.47 vs. PFPWX (19.87).
PFPWXRMFEXPFPWX / RMFEX
Total Expense Ratio0.650.62105%
Annual Report Gross Expense Ratio0.710.62115%
Fund Existence11 years24 years-
Gain YTD3.4402.111163%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.95B112B4%
Annual Yield % from dividends0.871.5357%
Returns for 1 year10.6011.7190%
Returns for 3 years24.4729.2784%
Returns for 5 years19.8746.4743%
Returns for 10 years154.75118.51131%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PISJX15.130.08
+0.53%
Columbia Pyrford International Stock R
CMIUX17.29N/A
N/A
Six Circles Mgd Eq Port Intl Uncons
CEVZX13.67-0.03
-0.22%
Columbia Global Value Inst
BREFX40.95-0.10
-0.24%
Baron Real Estate Retail
MLMAX24.33-0.20
-0.82%
Morgan Stanley Instl Global Core A