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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$40.74
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets715.56M
FXAIX vs PGWTX Comparison Chart in %
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FXAIX vs. PGWTX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. PGWTX (716M). FXAIX pays higher dividends than PGWTX: FXAIX (1.11) vs PGWTX (0.36). FXAIX was incepted earlier than PGWTX: FXAIX (15 years) vs PGWTX (8 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 (3.00). FXAIX (0) and PGWTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 13.24 vs. PGWTX (5.37). FXAIX return over 5 years is better than : 100.10 vs. PGWTX (64.16).
| FXAIX | PGWTX | FXAIX / PGWTX | |
| Total Expense Ratio | 0.01 | 0.73 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 2% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 13.739 | 15.673 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 716M | 102,933% |
| Annual Yield % from dividends | 1.11 | 0.36 | 309% |
| Returns for 1 year | 13.24 | 5.37 | 246% |
| Returns for 3 years | 74.21 | 57.80 | 128% |
| Returns for 5 years | 100.10 | 64.16 | 156% |
| Returns for 10 years | 248.43 | N/A | - |
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