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PEQSX vs RMFEX
PEQSX vs RMFEX Comparison
Open Charts PEQSX vs RMFEX
Putnam Large Cap Value R6
Price$38.09
Change-$0.21 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.09
Change-$0.41 (-0.69%)
VolumeN/A
CapitalizationN/A
PEQSX vs RMFEX Comparison Chart
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PEQSX vs. RMFEX commentary
Nov 15, 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 PEQSX is a StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. PEQSX (34.9B). RMFEX pays higher dividends than PEQSX: RMFEX (1.95) vs PEQSX (1.52). PEQSX was incepted earlier than RMFEX: PEQSX (12 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. PEQSX (12.00). PEQSX has a lower initial minimum investment than RMFEX: PEQSX (0) vs RMFEX (250). PEQSX annual gain was more profitable for investors over the last year : 28.93 vs. RMFEX (24.19). PEQSX return over 5 years is better than : 57.91 vs. RMFEX (50.28).
| PEQSX | RMFEX | PEQSX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 25.400 | 18.566 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 106B | 33% |
| Annual Yield % from dividends | 1.52 | 1.95 | 78% |
| Returns for 1 year | 28.93 | 24.19 | 120% |
| Returns for 3 years | 20.94 | 18.55 | 113% |
| Returns for 5 years | 57.91 | 50.28 | 115% |
| Returns for 10 years | 93.60 | 75.15 | 125% |