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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$31.35
Change-$1.13 (-3.48%)
VolumeN/A
Net Assets603.93M
FXAIX vs PGWTX Comparison Chart
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FXAIX vs. PGWTX 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 PGWTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. PGWTX (604M). FXAIX pays higher dividends than PGWTX: FXAIX (1.30) vs PGWTX (0.44). 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 : 7.13 vs. PGWTX (-1.86). FXAIX return over 5 years is better than : 111.09 vs. PGWTX (75.81).
| 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 | -6.913 | -7.780 | 89% |
| 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 | 0.44 | 294% |
| Returns for 1 year | 7.13 | -1.86 | -384% |
| Returns for 3 years | 29.44 | 15.99 | 184% |
| Returns for 5 years | 111.09 | 75.81 | 147% |
| Returns for 10 years | 185.32 | N/A | - |
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