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PEQLX vs RMFEX
PEQLX vs RMFEX Comparison
Open Charts PEQLX vs RMFEX
Putnam Large Cap Value R5
Price$35.89
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets35.48B
American Funds American Mutual R4
Price$56.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets104.52B
PEQLX vs RMFEX Comparison Chart
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PEQLX vs. RMFEX commentary
Jan 23, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEQLX (35.5B). RMFEX pays higher dividends than PEQLX: RMFEX (1.95) vs PEQLX (1.43). PEQLX was incepted earlier than RMFEX: PEQLX (13 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 : 16.94 vs. RMFEX (12.66). PEQLX return over 5 years is better than : 46.32 vs. RMFEX (42.55).
| PEQLX | RMFEX | PEQLX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.999 | 3.205 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5B | 105B | 34% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 16.94 | 12.66 | 134% |
| Returns for 3 years | 24.14 | 17.39 | 139% |
| Returns for 5 years | 46.32 | 42.55 | 109% |
| Returns for 10 years | 93.81 | 71.65 | 131% |