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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets509.66M
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
PNEAX vs RMFEX Comparison Chart in %
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PNEAX vs. RMFEX commentary
Jul 28, 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 PNEAX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. PNEAX (510M). PNEAX (1.59) and RMFEX (1.53) have matching dividends . PNEAX was incepted earlier than RMFEX: PNEAX (24 years) vs RMFEX (23 years). PNEAX (1.02) is less costly to investors than RMFEX (0.62). PNEAX is a more actively managed with annual turnover of: 53.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than PNEAX: RMFEX (250) vs PNEAX (2500). RMFEX annual gain was more profitable for investors over the last year : 11.74 vs. PNEAX (2.86). RMFEX return over 5 years is better than : 62.99 vs. PNEAX (16.05).
| PNEAX | RMFEX | PNEAX / RMFEX | |
| Total Expense Ratio | 1.02 | 0.62 | 165% |
| Annual Report Gross Expense Ratio | 1.02 | 0.62 | 165% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 3.641 | 11.527 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 111B | 0% |
| Annual Yield % from dividends | 1.59 | 1.53 | 104% |
| Returns for 1 year | 2.86 | 11.74 | 24% |
| Returns for 3 years | -4.00 | 32.08 | -12% |
| Returns for 5 years | 16.05 | 62.99 | 25% |
| Returns for 10 years | -25.77 | 88.96 | -29% |
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