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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$39.08
Change+$0.09 (+0.23%)
VolumeN/A
CapitalizationN/A
FXAIX vs PGWTX Comparison Chart
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FXAIX vs. PGWTX commentary
Nov 23, 2024
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 StrongSell and PGWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. PGWTX (706M). FXAIX pays higher dividends than PGWTX: FXAIX (1.31) vs PGWTX (0.00). FXAIX was incepted earlier than PGWTX: FXAIX (14 years) vs PGWTX (7 years). PGWTX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and PGWTX (0) have matching initial minimum investment requirements. PGWTX (33.70) and FXAIX (32.84) have marching annual gain over last year. FXAIX return over 5 years is better than : 106.39 vs. PGWTX (78.25).
| FXAIX | PGWTX | FXAIX / PGWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 26.695 | 30.528 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 706M | 83,994% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 32.84 | 33.70 | 97% |
| Returns for 3 years | 33.28 | 21.58 | 154% |
| Returns for 5 years | 106.39 | 78.25 | 136% |
| Returns for 10 years | 213.63 | N/A | - |