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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$44.11
Change-$0.56 (-1.25%)
VolumeN/A
CapitalizationN/A
FXAIX vs PMYZX Comparison Chart
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FXAIX vs. PMYZX commentary
Nov 18, 2024
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 StrongSell and PMYZX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. PMYZX (5.28B). FXAIX pays higher dividends than PMYZX: FXAIX (1.31) vs PMYZX (0.58). FXAIX was incepted earlier than PMYZX: FXAIX (14 years) vs PMYZX (14 years). PMYZX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (3.00). FXAIX (0) and PMYZX (0) have matching initial minimum investment requirements. FXAIX (32.03) and PMYZX (31.11) have marching annual gain over last year. FXAIX return over 5 years is better than : 102.32 vs. PMYZX (74.86).
| FXAIX | PMYZX | FXAIX / PMYZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 24.554 | 26.137 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 5.28B | 11,231% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 32.03 | 31.11 | 103% |
| Returns for 3 years | 30.80 | 16.57 | 186% |
| Returns for 5 years | 102.32 | 74.86 | 137% |
| Returns for 10 years | 210.78 | 157.38 | 134% |