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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.53
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
PNEAX vs RMFEX Comparison Chart in %
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PNEAX vs. RMFEX commentary
Jul 07, 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: 109B vs. PNEAX (511M). 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 : 11.81 vs. PNEAX (5.83). RMFEX return over 5 years is better than : 64.33 vs. PNEAX (19.09).
| 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 | 2.666 | 9.748 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 109B | 0% |
| Annual Yield % from dividends | 1.59 | 1.53 | 104% |
| Returns for 1 year | 5.83 | 11.81 | 49% |
| Returns for 3 years | -2.68 | 30.45 | -9% |
| Returns for 5 years | 19.09 | 64.33 | 30% |
| Returns for 10 years | -26.73 | 86.20 | -31% |