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PEQRX vs RMFEX
PEQRX vs RMFEX Comparison
Open Charts PEQRX vs RMFEX
Putnam Large Cap Value R
Price$33.90
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
PEQRX vs RMFEX Comparison Chart
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PEQRX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. PEQRX (34.1B). RMFEX pays higher dividends than PEQRX: RMFEX (1.95) vs PEQRX (1.05). PEQRX was incepted earlier than RMFEX: PEQRX (22 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEQRX (12.00). PEQRX has a lower initial minimum investment than RMFEX: PEQRX (0) vs RMFEX (250). PEQRX annual gain was more profitable for investors over the last year : 16.05 vs. RMFEX (12.89). RMFEX return over 5 years is better than : 42.46 vs. PEQRX (37.08).
| PEQRX | RMFEX | PEQRX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 14.718 | 11.693 | 126% |
| 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 | 1.95 | 54% |
| Returns for 1 year | 16.05 | 12.89 | 124% |
| Returns for 3 years | 19.73 | 15.13 | 130% |
| Returns for 5 years | 37.08 | 42.46 | 87% |
| Returns for 10 years | 66.86 | 67.84 | 99% |
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