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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$39.22
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets698.02M
FXAIX vs PGWTX Comparison Chart in %
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FXAIX vs. PGWTX commentary
Aug 27, 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: 682B vs. PGWTX (698M). 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 : 16.13 vs. PGWTX (7.72). FXAIX return over 5 years is better than : 99.01 vs. PGWTX (63.99).
| 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 | 10.376 | 10.846 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 698M | 97,708% |
| Annual Yield % from dividends | 1.19 | 0.39 | 305% |
| Returns for 1 year | 16.13 | 7.72 | 209% |
| Returns for 3 years | 65.89 | 46.64 | 141% |
| Returns for 5 years | 99.01 | 63.99 | 155% |
| Returns for 10 years | 255.17 | N/A | - |
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