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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$41.66
Change-$0.76 (-1.79%)
VolumeN/A
Net Assets5.36B
FXAIX vs PMYZX Comparison Chart
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FXAIX vs. PMYZX commentary
May 23, 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: 594B vs. PMYZX (5.36B). FXAIX pays higher dividends than PMYZX: FXAIX (1.34) vs PMYZX (0.25). 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 : 13.10 vs. PMYZX (7.34). FXAIX return over 5 years is better than : 116.74 vs. PMYZX (88.40).
| 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 | 1.498 | 0.165 | 906% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 5.36B | 11,078% |
| Annual Yield % from dividends | 1.34 | 0.25 | 530% |
| Returns for 1 year | 13.10 | 7.34 | 179% |
| Returns for 3 years | 59.34 | 44.80 | 132% |
| Returns for 5 years | 116.74 | 88.40 | 132% |
| Returns for 10 years | 205.44 | 139.07 | 148% |
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