Interact to see
Advertisement
Advertisement
FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$38.03
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets686.84M
FXAIX vs PGWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. PGWTX commentary
Aug 06, 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 StrongBuy and PGWTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. PGWTX (687M). FXAIX pays higher dividends than PGWTX: FXAIX (1.19) vs PGWTX (0.39). 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 : 23.65 vs. PGWTX (14.48). FXAIX return over 5 years is better than : 103.61 vs. PGWTX (64.27).
| 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 | 8.400 | 8.319 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 687M | 99,272% |
| Annual Yield % from dividends | 1.19 | 0.39 | 305% |
| Returns for 1 year | 23.65 | 14.48 | 163% |
| Returns for 3 years | 59.66 | 41.59 | 143% |
| Returns for 5 years | 103.61 | 64.27 | 161% |
| Returns for 10 years | 234.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement