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PEQRX vs RMFCX
PEQRX vs RMFCX Comparison
Open Charts PEQRX vs RMFCX
Putnam Large Cap Value R
Price$35.05
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets34.91B
American Funds American Mutual R3
Price$55.77
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
PEQRX vs RMFCX Comparison Chart
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PEQRX vs. RMFCX commentary
Jan 19, 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 PEQRX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. PEQRX (34.9B). RMFCX pays higher dividends than PEQRX: RMFCX (1.69) vs PEQRX (1.05). PEQRX was incepted earlier than RMFCX: PEQRX (22 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. PEQRX (12.00). PEQRX has a lower initial minimum investment than RMFCX: PEQRX (0) vs RMFCX (250). PEQRX annual gain was more profitable for investors over the last year : 16.68 vs. RMFCX (12.43). PEQRX (38.62) and RMFCX (37.82) have equivalent 5 years return.
| PEQRX | RMFCX | PEQRX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.876 | 2.162 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 103B | 34% |
| Annual Yield % from dividends | 1.05 | 1.69 | 62% |
| Returns for 1 year | 16.68 | 12.43 | 134% |
| Returns for 3 years | 17.17 | 12.60 | 136% |
| Returns for 5 years | 38.62 | 37.82 | 102% |
| Returns for 10 years | 86.68 | 65.18 | 133% |