Interact to see
Advertisement
Advertisement
PLVJX vs RMFEX
PLVJX vs RMFEX Comparison
Open Charts PLVJX vs RMFEX
Principal Large Cap Value III J
Price$20.08
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets2.89B
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
PLVJX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVJX 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 PLVJX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. PLVJX (2.89B). 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 : 7.02 vs. PLVJX (-2.54). RMFEX return over 5 years is better than : 57.30 vs. PLVJX (29.70).
| 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 | 9.037 | 15.396 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 112B | 3% |
| Annual Yield % from dividends | 1.08 | 1.46 | 74% |
| Returns for 1 year | -2.54 | 7.02 | -36% |
| Returns for 3 years | 11.76 | 31.78 | 37% |
| Returns for 5 years | 29.70 | 57.30 | 52% |
| Returns for 10 years | 50.72 | 101.84 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement