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PEQSX vs RMFEX
PEQSX vs RMFEX Comparison
Open Charts PEQSX vs RMFEX
Putnam Large Cap Value R6
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
PEQSX vs RMFEX Comparison Chart in %
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PEQSX 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 PEQSX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. PEQSX (39.9B). RMFEX pays higher dividends than PEQSX: RMFEX (1.53) vs PEQSX (1.06). PEQSX was incepted earlier than RMFEX: PEQSX (13 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than PEQSX (0.54). RMFEX is a more actively managed with annual turnover of: 31.00 vs. PEQSX (16.00). PEQSX has a lower initial minimum investment than RMFEX: PEQSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. PEQSX (8.55). PEQSX return over 5 years is better than : 74.82 vs. RMFEX (64.33).
| PEQSX | RMFEX | PEQSX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.54 | 0.62 | 87% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.439 | 9.748 | 97% |
| 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 | 1.06 | 1.53 | 70% |
| Returns for 1 year | 8.55 | 11.81 | 72% |
| Returns for 3 years | 39.02 | 30.45 | 128% |
| Returns for 5 years | 74.82 | 64.33 | 116% |
| Returns for 10 years | 100.89 | 86.20 | 117% |