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PEQLX vs RMFEX
PEQLX vs RMFEX Comparison
Open Charts PEQLX vs RMFEX
Putnam Large Cap Value R5
Price$31.22
Change-$0.46 (-1.45%)
VolumeN/A
Net Assets32.9B
American Funds American Mutual R4
Price$50.54
Change-$0.51 (-1.00%)
VolumeN/A
Net Assets93.16B
PEQLX vs RMFEX Comparison Chart
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PEQLX vs. RMFEX commentary
Apr 10, 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 PEQLX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.2B vs. PEQLX (32.9B). RMFEX pays higher dividends than PEQLX: RMFEX (1.61) vs PEQLX (1.33). PEQLX was incepted earlier than RMFEX: PEQLX (13 years) vs RMFEX (23 years). PEQLX (0.64) and RMFEX (0.62) have similar cost to investors . RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEQLX (16.00). PEQLX has a lower initial minimum investment than RMFEX: PEQLX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : -3.93 vs. PEQLX (-6.64). PEQLX return over 5 years is better than : 58.43 vs. RMFEX (47.69).
| PEQLX | RMFEX | PEQLX / RMFEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.64 | 0.62 | 103% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -7.864 | -7.620 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 93.2B | 35% |
| Annual Yield % from dividends | 1.33 | 1.61 | 83% |
| Returns for 1 year | -6.64 | -3.93 | 169% |
| Returns for 3 years | 5.35 | 0.28 | 1,933% |
| Returns for 5 years | 58.43 | 47.69 | 123% |
| Returns for 10 years | 66.13 | 51.93 | 127% |
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