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FXAIX vs PLJMX
FXAIX vs PLJMX Comparison
Open Charts FXAIX vs PLJMX
Putnam U.S. Research R6
Price$62.49
Change+$1.07 (+1.74%)
VolumeN/A
Net Assets654.36M
FXAIX vs PLJMX Comparison Chart in %
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FXAIX vs. PLJMX commentary
Nov 26, 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 PLJMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. PLJMX (654M). FXAIX pays higher dividends than PLJMX: FXAIX (1.11) vs PLJMX (0.64). FXAIX was incepted earlier than PLJMX: FXAIX (15 years) vs PLJMX (10 years). PLJMX (0.66) is less costly to investors than FXAIX (0.01). PLJMX is a more actively managed with annual turnover of: 65.00 vs. FXAIX (3.00). FXAIX (0) and PLJMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 12.02 vs. PLJMX (6.85). FXAIX return over 5 years is better than : 95.71 vs. PLJMX (61.56).
| FXAIX | PLJMX | FXAIX / PLJMX | |
| Total Expense Ratio | 0.01 | 0.49 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 13.521 | 15.980 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 654M | 112,691% |
| Annual Yield % from dividends | 1.11 | 0.64 | 173% |
| Returns for 1 year | 12.02 | 6.85 | 175% |
| Returns for 3 years | 71.21 | 57.66 | 124% |
| Returns for 5 years | 95.71 | 61.56 | 155% |
| Returns for 10 years | 247.43 | 160.35 | 154% |
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