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PPUMX vs RGAFX
PPUMX vs RGAFX Comparison
Open Charts PPUMX vs RGAFX
Principal LargeCap Growth I R3
Price$12.90
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets8.96B
American Funds Growth Fund of Amer R5
Price$78.60
Change+$0.76 (+0.98%)
VolumeN/A
Net Assets304.87B
PPUMX vs RGAFX Comparison Chart
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PPUMX vs. RGAFX commentary
Jun 07, 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: 305B vs. PPUMX (8.96B). RGAFX pays higher dividends than PPUMX: RGAFX (0.61) vs PPUMX (0.00). PPUMX was incepted earlier than RGAFX: PPUMX (25 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 : 9.68 vs. PPUMX (-19.97). RGAFX return over 5 years is better than : 46.83 vs. PPUMX (-17.81).
| PPUMX | RGAFX | PPUMX / RGAFX | |
| Total Expense Ratio | 1.16 | 0.34 | 341% |
| Annual Report Gross Expense Ratio | 1.18 | 0.34 | 347% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.651 | 5.617 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 305B | 3% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -19.97 | 9.68 | -206% |
| Returns for 3 years | -8.65 | 38.45 | -22% |
| Returns for 5 years | -17.81 | 46.83 | -38% |
| Returns for 10 years | 3.15 | 77.53 | 4% |
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