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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$35.95
Change-$0.15 (-0.42%)
VolumeN/A
Net Assets657.94M
FXAIX vs PGWTX Comparison Chart
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FXAIX vs. PGWTX commentary
Jun 07, 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: 634B vs. PGWTX (658M). FXAIX pays higher dividends than PGWTX: FXAIX (1.26) vs PGWTX (0.42). 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 : 12.99 vs. PGWTX (4.34). FXAIX return over 5 years is better than : 101.54 vs. PGWTX (66.29).
| 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 | 2.068 | 2.499 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 658M | 96,353% |
| Annual Yield % from dividends | 1.26 | 0.42 | 302% |
| Returns for 1 year | 12.99 | 4.34 | 299% |
| Returns for 3 years | 51.56 | 34.66 | 149% |
| Returns for 5 years | 101.54 | 66.29 | 153% |
| Returns for 10 years | 213.78 | N/A | - |
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