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PEQRX vs RMFEX
PEQRX vs RMFEX Comparison
Open Charts PEQRX vs RMFEX
Putnam Large Cap Value R
Price$32.90
Change+$2.08 (+6.75%)
VolumeN/A
Net Assets32.41B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
PEQRX vs RMFEX Comparison Chart
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PEQRX vs. RMFEX commentary
Apr 11, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. PEQRX (32.4B). RMFEX pays higher dividends than PEQRX: RMFEX (1.61) vs PEQRX (0.90). PEQRX was incepted earlier than RMFEX: PEQRX (22 years) vs RMFEX (23 years). PEQRX (1.13) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEQRX (16.00). PEQRX has a lower initial minimum investment than RMFEX: PEQRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. PEQRX (-8.60). PEQRX return over 5 years is better than : 52.11 vs. RMFEX (47.69).
| PEQRX | RMFEX | PEQRX / RMFEX | |
| Total Expense Ratio | 1.13 | 0.62 | 182% |
| Annual Report Gross Expense Ratio | 1.13 | 0.62 | 182% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -9.314 | -7.620 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 92.2B | 35% |
| Annual Yield % from dividends | 0.90 | 1.61 | 56% |
| Returns for 1 year | -8.60 | -4.11 | 209% |
| Returns for 3 years | 2.23 | 0.28 | 806% |
| Returns for 5 years | 52.11 | 47.69 | 109% |
| Returns for 10 years | 56.87 | 51.93 | 110% |
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