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PEQSX vs RMFEX
PEQSX vs RMFEX Comparison
Open Charts PEQSX vs RMFEX
Putnam Large Cap Value R6
Price$35.85
Change-$0.58 (-1.59%)
VolumeN/A
Net Assets36.25B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
PEQSX vs RMFEX Comparison Chart
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PEQSX vs. RMFEX commentary
Feb 23, 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 PEQSX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. PEQSX (36.3B). RMFEX pays higher dividends than PEQSX: RMFEX (1.95) vs PEQSX (1.52). PEQSX was incepted earlier than RMFEX: PEQSX (13 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 : 12.90 vs. RMFEX (11.37). PEQSX (45.95) and RMFEX (43.97) 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 | 13 years | 23 years | - |
| Gain YTD | 3.943 | 4.880 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 105B | 35% |
| Annual Yield % from dividends | 1.52 | 1.95 | 78% |
| Returns for 1 year | 12.90 | 11.37 | 113% |
| Returns for 3 years | 24.35 | 20.81 | 117% |
| Returns for 5 years | 45.95 | 43.97 | 104% |
| Returns for 10 years | 87.91 | 71.03 | 124% |
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