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PEQLX vs RMFEX
PEQLX vs RMFEX Comparison
Open Charts PEQLX vs RMFEX
Putnam Large Cap Value R5
Price$38.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PEQLX vs RMFEX Comparison Chart
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PEQLX vs. RMFEX commentary
Nov 14, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. PEQLX (34.9B). RMFEX pays higher dividends than PEQLX: RMFEX (1.95) vs PEQLX (1.43). PEQLX was incepted earlier than RMFEX: PEQLX (12 years) vs RMFEX (22 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 : 28.79 vs. RMFEX (24.19). PEQLX return over 5 years is better than : 57.16 vs. RMFEX (50.28).
| PEQLX | RMFEX | PEQLX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 25.291 | 18.566 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 106B | 33% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 28.79 | 24.19 | 119% |
| Returns for 3 years | 20.60 | 18.55 | 111% |
| Returns for 5 years | 57.16 | 50.28 | 114% |
| Returns for 10 years | 92.24 | 75.15 | 123% |
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