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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.18
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets499.64M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
PNEAX vs RMFEX Comparison Chart
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PNEAX vs. RMFEX commentary
Jun 15, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. PNEAX (500M). RMFEX pays higher dividends than PNEAX: RMFEX (1.58) vs PNEAX (1.46). 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 : 9.03 vs. PNEAX (2.33). RMFEX return over 5 years is better than : 62.32 vs. PNEAX (15.25).
| 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 | -1.204 | 6.152 | -20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 107B | 0% |
| Annual Yield % from dividends | 1.46 | 1.58 | 93% |
| Returns for 1 year | 2.33 | 9.03 | 26% |
| Returns for 3 years | -3.98 | 29.63 | -13% |
| Returns for 5 years | 15.25 | 62.32 | 24% |
| Returns for 10 years | -30.74 | 76.27 | -40% |
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