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PEQRX vs RMFCX
PEQRX vs RMFCX Comparison
Open Charts PEQRX vs RMFCX
Putnam Large Cap Value R
Price$33.90
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
PEQRX vs RMFCX Comparison Chart
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PEQRX vs. RMFCX commentary
Dec 19, 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 PEQRX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B vs. PEQRX (34.1B). 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 : 16.05 vs. RMFCX (12.63). RMFCX return over 5 years is better than : 40.39 vs. PEQRX (37.08).
| 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 | 14.718 | 11.423 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1B | 98.7B | 35% |
| Annual Yield % from dividends | 1.05 | 1.69 | 62% |
| Returns for 1 year | 16.05 | 12.63 | 127% |
| Returns for 3 years | 19.73 | 14.16 | 139% |
| Returns for 5 years | 37.08 | 40.39 | 92% |
| Returns for 10 years | 66.86 | 61.84 | 108% |