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PNEAX vs RMFEX
PNEAX vs RMFEX Comparison
Open Charts PNEAX vs RMFEX
Virtus NFJ Dividend Value A
Price$10.75
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets506.42M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
PNEAX vs RMFEX Comparison Chart in %
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PNEAX vs. RMFEX commentary
Sep 09, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PNEAX (506M). PNEAX (1.52) and RMFEX (1.49) 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 : 8.06 vs. PNEAX (-0.07). RMFEX return over 5 years is better than : 58.84 vs. PNEAX (14.62).
| 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 | 4.810 | 11.638 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 109B | 0% |
| Annual Yield % from dividends | 1.52 | 1.49 | 102% |
| Returns for 1 year | -0.07 | 8.06 | -1% |
| Returns for 3 years | 0.39 | 33.39 | 1% |
| Returns for 5 years | 14.62 | 58.84 | 25% |
| Returns for 10 years | -19.66 | 98.59 | -20% |
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