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FXAIX vs PGIOX
FXAIX vs PGIOX Comparison
Open Charts FXAIX vs PGIOX
Putnam Focused Equity R
Price$29.25
Change-$1.05 (-3.47%)
VolumeN/A
Net Assets603.93M
FXAIX vs PGIOX Comparison Chart
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FXAIX vs. PGIOX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. PGIOX (604M). FXAIX pays higher dividends than PGIOX: FXAIX (1.30) vs PGIOX (0.00). FXAIX was incepted earlier than PGIOX: FXAIX (14 years) vs PGIOX (16 years). PGIOX (1.36) is less costly to investors than FXAIX (0.01). PGIOX is a more actively managed with annual turnover of: 30.00 vs. FXAIX (2.00). FXAIX (0) and PGIOX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 7.13 vs. PGIOX (-3.07). FXAIX return over 5 years is better than : 111.09 vs. PGIOX (68.04).
| FXAIX | PGIOX | FXAIX / PGIOX | |
| Total Expense Ratio | 0.01 | 1.36 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -6.913 | -7.931 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 604M | 99,007% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 7.13 | -3.07 | -232% |
| Returns for 3 years | 29.44 | 12.78 | 230% |
| Returns for 5 years | 111.09 | 68.04 | 163% |
| Returns for 10 years | 185.32 | 78.42 | 236% |
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