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PEQRX vs RMFEX
PEQRX vs RMFEX Comparison
Open Charts PEQRX vs RMFEX
Putnam Large Cap Value R
Price$37.42
Change-$0.21 (-0.56%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
PEQRX vs RMFEX Comparison Chart
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PEQRX vs. RMFEX commentary
Nov 18, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. PEQRX (34.6B). 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 : 26.89 vs. RMFEX (21.67). PEQRX return over 5 years is better than : 51.45 vs. RMFEX (47.96).
| 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 | 23.392 | 16.733 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 104B | 33% |
| Annual Yield % from dividends | 1.05 | 1.95 | 54% |
| Returns for 1 year | 26.89 | 21.67 | 124% |
| Returns for 3 years | 17.57 | 16.52 | 106% |
| Returns for 5 years | 51.45 | 47.96 | 107% |
| Returns for 10 years | 81.15 | 71.19 | 114% |