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PEQLX vs RMFEX
PEQLX vs RMFEX Comparison
Open Charts PEQLX vs RMFEX
Putnam Large Cap Value R5
Price$37.60
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets39.89B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
PEQLX vs RMFEX Comparison Chart in %
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PEQLX vs. RMFEX commentary
Jul 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 PEQLX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEQLX (39.9B). RMFEX pays higher dividends than PEQLX: RMFEX (1.53) vs PEQLX (0.99). PEQLX was incepted earlier than RMFEX: PEQLX (13 years) vs RMFEX (23 years). PEQLX (0.64) and RMFEX (0.62) have similar cost to investors . RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEQLX (16.00). PEQLX has a lower initial minimum investment than RMFEX: PEQLX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. PEQLX (8.44). PEQLX return over 5 years is better than : 73.93 vs. RMFEX (64.33).
| PEQLX | RMFEX | PEQLX / RMFEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.64 | 0.62 | 103% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.354 | 9.748 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9B | 109B | 37% |
| Annual Yield % from dividends | 0.99 | 1.53 | 65% |
| Returns for 1 year | 8.44 | 11.81 | 71% |
| Returns for 3 years | 38.62 | 30.45 | 127% |
| Returns for 5 years | 73.93 | 64.33 | 115% |
| Returns for 10 years | 99.44 | 86.20 | 115% |