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PEQSX vs RMFEX
PEQSX vs RMFEX Comparison
Open Charts PEQSX vs RMFEX
Putnam Large Cap Value R6
Price$34.91
Change+$0.26 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.75
Change+$0.45 (+0.81%)
VolumeN/A
CapitalizationN/A
PEQSX vs RMFEX Comparison Chart
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PEQSX vs. RMFEX commentary
Dec 25, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. PEQSX (33.7B). RMFEX pays higher dividends than PEQSX: RMFEX (1.95) vs PEQSX (1.52). PEQSX was incepted earlier than RMFEX: PEQSX (12 years) vs RMFEX (23 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 : 15.54 vs. RMFEX (12.41). PEQSX (42.71) and RMFEX (41.34) have equivalent 5 years return.
| PEQSX | RMFEX | PEQSX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 14.712 | 11.661 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 102B | 33% |
| Annual Yield % from dividends | 1.52 | 1.95 | 78% |
| Returns for 1 year | 15.54 | 12.41 | 125% |
| Returns for 3 years | 19.07 | 13.31 | 143% |
| Returns for 5 years | 42.71 | 41.34 | 103% |
| Returns for 10 years | 85.90 | 66.46 | 129% |
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