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FXAIX vs PMYZX
FXAIX vs PMYZX Comparison
Open Charts FXAIX vs PMYZX
Putnam Core Equity Fund R
Price$38.34
Change+$0.65 (+1.72%)
VolumeN/A
Net Assets4.79B
FXAIX vs PMYZX Comparison Chart
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FXAIX vs. PMYZX commentary
Apr 12, 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: 598B vs. PMYZX (4.79B). FXAIX pays higher dividends than PMYZX: FXAIX (1.30) 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 : 2.68 vs. PMYZX (-2.03). FXAIX return over 5 years is better than : 103.82 vs. PMYZX (78.34).
| 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 | -10.117 | -11.004 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 4.79B | 12,477% |
| Annual Yield % from dividends | 1.30 | 0.25 | 524% |
| Returns for 1 year | 2.68 | -2.03 | -132% |
| Returns for 3 years | 25.42 | 15.10 | 168% |
| Returns for 5 years | 103.82 | 78.34 | 133% |
| Returns for 10 years | 175.06 | 116.16 | 151% |
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