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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$45.40
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets5.68B
FXAIX vs PMYZX Comparison Chart in %
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FXAIX vs. PMYZX commentary
Jul 29, 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 PMYZX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. PMYZX (5.68B). FXAIX pays higher dividends than PMYZX: FXAIX (1.20) vs PMYZX (0.23). FXAIX was incepted earlier than PMYZX: FXAIX (14 years) vs PMYZX (15 years). PMYZX (1.23) is less costly to investors than FXAIX (0.01). PMYZX is a more actively managed with annual turnover of: 11.00 vs. FXAIX (2.00). FXAIX (0) and PMYZX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 18.56 vs. PMYZX (11.25). FXAIX return over 5 years is better than : 111.28 vs. PMYZX (82.89).
| FXAIX | PMYZX | FXAIX / PMYZX | |
| Total Expense Ratio | 0.01 | 1.23 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.23 | 1% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 9.386 | 7.226 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 5.68B | 11,717% |
| Annual Yield % from dividends | 1.20 | 0.23 | 527% |
| Returns for 1 year | 18.56 | 11.25 | 165% |
| Returns for 3 years | 61.73 | 47.43 | 130% |
| Returns for 5 years | 111.28 | 82.89 | 134% |
| Returns for 10 years | 233.49 | 160.58 | 145% |
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