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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$42.56
Change-$0.49 (-1.14%)
VolumeN/A
Net Assets5.37B
FXAIX vs PMYZX Comparison Chart
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FXAIX vs. PMYZX commentary
Jun 15, 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: 634B vs. PMYZX (5.37B). FXAIX pays higher dividends than PMYZX: FXAIX (1.26) vs PMYZX (0.24). 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: 17.00 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 : 11.47 vs. PMYZX (5.59). FXAIX return over 5 years is better than : 111.88 vs. PMYZX (83.13).
| 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 | 2.225 | 0.496 | 449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 5.37B | 11,809% |
| Annual Yield % from dividends | 1.26 | 0.24 | 528% |
| Returns for 1 year | 11.47 | 5.59 | 205% |
| Returns for 3 years | 67.38 | 52.45 | 128% |
| Returns for 5 years | 111.88 | 83.13 | 135% |
| Returns for 10 years | 211.56 | 141.03 | 150% |
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