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FXAIX vs PGIOX
FXAIX vs PGIOX Comparison
Open Charts FXAIX vs PGIOX
Putnam Focused Equity R
Price$33.49
Change+$0.36 (+1.09%)
VolumeN/A
Net Assets696.13M
FXAIX vs PGIOX Comparison Chart
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FXAIX vs. PGIOX commentary
Jan 19, 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 FXAIX is a Hold and PGIOX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. PGIOX (696M). FXAIX pays higher dividends than PGIOX: FXAIX (1.31) vs PGIOX (0.00). FXAIX was incepted earlier than PGIOX: FXAIX (14 years) vs PGIOX (16 years). PGIOX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and PGIOX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. PGIOX (17.92). FXAIX return over 5 years is better than : 94.81 vs. PGIOX (47.73).
| FXAIX | PGIOX | FXAIX / PGIOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.013 | 1.762 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 696M | 88,937% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 27.15 | 17.92 | 152% |
| Returns for 3 years | 37.22 | 22.16 | 168% |
| Returns for 5 years | 94.81 | 47.73 | 199% |
| Returns for 10 years | 222.48 | 107.51 | 207% |
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