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PEQLX vs RMFEX
PEQLX vs RMFEX Comparison
Open Charts PEQLX vs RMFEX
Putnam Large Cap Value R5
Price$34.55
Change+$0.31 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
PEQLX vs RMFEX Comparison Chart
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PEQLX vs. RMFEX commentary
Dec 23, 2024
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 PEQLX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PEQLX (33.6B). RMFEX pays higher dividends than PEQLX: RMFEX (1.95) vs PEQLX (1.43). PEQLX was incepted earlier than RMFEX: PEQLX (12 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEQLX (12.00). PEQLX has a lower initial minimum investment than RMFEX: PEQLX (0) vs RMFEX (250). PEQLX annual gain was more profitable for investors over the last year : 14.52 vs. RMFEX (11.46). RMFEX return over 5 years is better than : 39.98 vs. PEQLX (37.66).
| PEQLX | RMFEX | PEQLX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.373 | 10.279 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6B | 102B | 33% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 14.52 | 11.46 | 127% |
| Returns for 3 years | 19.03 | 13.43 | 142% |
| Returns for 5 years | 37.66 | 39.98 | 94% |
| Returns for 10 years | 70.02 | 65.36 | 107% |
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