Interact to see
Advertisement
Advertisement
FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$41.03
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets721.49M
FXAIX vs PGWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. PGWTX commentary
Oct 08, 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 Buy and PGWTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. PGWTX (721M). FXAIX pays higher dividends than PGWTX: FXAIX (1.12) vs PGWTX (0.37). FXAIX was incepted earlier than PGWTX: FXAIX (14 years) vs PGWTX (7 years). PGWTX (0.73) is less costly to investors than FXAIX (0.01). PGWTX is a more actively managed with annual turnover of: 30.00 vs. FXAIX (2.00). FXAIX (0) and PGWTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 18.27 vs. PGWTX (8.64). FXAIX return over 5 years is better than : 111.45 vs. PGWTX (74.84).
| FXAIX | PGWTX | FXAIX / PGWTX | |
| Total Expense Ratio | 0.01 | 0.73 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 2% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 15.285 | 16.496 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 721M | 100,277% |
| Annual Yield % from dividends | 1.12 | 0.37 | 304% |
| Returns for 1 year | 18.27 | 8.64 | 211% |
| Returns for 3 years | 92.76 | 70.19 | 132% |
| Returns for 5 years | 111.45 | 74.84 | 149% |
| Returns for 10 years | 267.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement