Ad is loading...
PPUMX vs RGAFX
PPUMX vs RGAFX Comparison
Open Charts PPUMX vs RGAFX
Principal LargeCap Growth I R3
Price$11.99
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets8.54B
American Funds Growth Fund of Amer R5
Price$72.68
Change+$0.54 (+0.75%)
VolumeN/A
Net Assets283.8B
PPUMX vs RGAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PPUMX vs. RGAFX commentary
May 09, 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 PPUMX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 284B vs. PPUMX (8.54B). RGAFX pays higher dividends than PPUMX: RGAFX (0.65) vs PPUMX (0.00). PPUMX was incepted earlier than RGAFX: PPUMX (24 years) vs RGAFX (23 years). PPUMX (1.18) is less costly to investors than RGAFX (0.34). PPUMX is a more actively managed with annual turnover of: 39.60 vs. RGAFX (25.00). PPUMX has a lower initial minimum investment than RGAFX: PPUMX (0) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : 3.96 vs. PPUMX (-23.13). RGAFX return over 5 years is better than : 46.01 vs. PPUMX (-17.53).
| PPUMX | RGAFX | PPUMX / RGAFX | |
| Total Expense Ratio | 1.16 | 0.34 | 341% |
| Annual Report Gross Expense Ratio | 1.18 | 0.34 | 347% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -4.418 | -2.338 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 284B | 3% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | -23.13 | 3.96 | -584% |
| Returns for 3 years | -9.44 | 35.06 | -27% |
| Returns for 5 years | -17.53 | 46.01 | -38% |
| Returns for 10 years | -4.26 | 63.54 | -7% |