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FXAIX vs PLJMX
FXAIX vs PLJMX Comparison
Open Charts FXAIX vs PLJMX
Putnam U.S. Research R6
Price$62.48
Change+$0.41 (+0.66%)
VolumeN/A
Net Assets655.02M
FXAIX vs PLJMX Comparison Chart in %
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FXAIX vs. PLJMX commentary
Oct 09, 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 PLJMX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. PLJMX (655M). FXAIX pays higher dividends than PLJMX: FXAIX (1.12) vs PLJMX (0.66). FXAIX was incepted earlier than PLJMX: FXAIX (14 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: 35.00 vs. FXAIX (2.00). FXAIX (0) and PLJMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 18.25 vs. PLJMX (10.57). FXAIX return over 5 years is better than : 107.85 vs. PLJMX (68.97).
| FXAIX | PLJMX | FXAIX / PLJMX | |
| Total Expense Ratio | 0.01 | 0.49 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 15.271 | 15.961 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 655M | 110,382% |
| Annual Yield % from dividends | 1.12 | 0.66 | 170% |
| Returns for 1 year | 18.25 | 10.57 | 173% |
| Returns for 3 years | 92.74 | 74.05 | 125% |
| Returns for 5 years | 107.85 | 68.97 | 156% |
| Returns for 10 years | 267.08 | 168.85 | 158% |
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