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PEQRX vs RMFEX
PEQRX vs RMFEX Comparison
Open Charts PEQRX vs RMFEX
Putnam Large Cap Value R
Price$34.14
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets36.26B
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets101.1B
PEQRX vs RMFEX Comparison Chart
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PEQRX vs. RMFEX commentary
May 10, 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: 101B vs. PEQRX (36.3B). RMFEX pays higher dividends than PEQRX: RMFEX (1.65) vs PEQRX (0.92). 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 : 4.72 vs. PEQRX (0.36). PEQRX return over 5 years is better than : 64.58 vs. RMFEX (58.22).
| 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 | 0.602 | 1.154 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 101B | 36% |
| Annual Yield % from dividends | 0.92 | 1.65 | 56% |
| Returns for 1 year | 0.36 | 4.72 | 8% |
| Returns for 3 years | 21.01 | 18.36 | 114% |
| Returns for 5 years | 64.58 | 58.22 | 111% |
| Returns for 10 years | 75.26 | 66.67 | 113% |
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