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PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$20.02
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets3.16B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
PLVJX vs RMFEX Comparison Chart in %
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PLVJX vs. RMFEX commentary
Oct 19, 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 PLVJX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. PLVJX (3.16B). RMFEX pays higher dividends than PLVJX: RMFEX (1.46) vs PLVJX (1.08). PLVJX was incepted earlier than RMFEX: PLVJX (25 years) vs RMFEX (23 years). PLVJX (0.95) is less costly to investors than RMFEX (0.62). PLVJX is a more actively managed with annual turnover of: 41.10 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than PLVJX: RMFEX (250) vs PLVJX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. PLVJX (-2.44). RMFEX return over 5 years is better than : 59.52 vs. PLVJX (35.38).
| PLVJX | RMFEX | PLVJX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 7.692 | 13.941 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 111B | 3% |
| Annual Yield % from dividends | 1.08 | 1.46 | 74% |
| Returns for 1 year | -2.44 | 5.28 | -46% |
| Returns for 3 years | 19.99 | 40.09 | 50% |
| Returns for 5 years | 35.38 | 59.52 | 59% |
| Returns for 10 years | 48.27 | 98.84 | 49% |
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