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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$43.11
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets5.39B
FXAIX vs PMYZX Comparison Chart
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FXAIX vs. PMYZX commentary
Jan 19, 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 Hold and PMYZX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. PMYZX (5.39B). 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 annual gain was more profitable for investors over the last year : 27.15 vs. PMYZX (23.31). FXAIX return over 5 years is better than : 94.81 vs. PMYZX (66.28).
| 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 | 2.013 | 1.795 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 5.39B | 11,495% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 27.15 | 23.31 | 116% |
| Returns for 3 years | 37.22 | 27.04 | 138% |
| Returns for 5 years | 94.81 | 66.28 | 143% |
| Returns for 10 years | 222.48 | 160.63 | 139% |
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