Ad is loading...
Ad is loading...
PGIAX vs VTSMX
PGIAX vs VTSMX Comparison
Open Charts PGIAX vs VTSMX
Putnam Focused Equity A
Price$36.96
Change-$0.60 (-1.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
PGIAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGIAX vs. VTSMX commentary
Nov 18, 2024
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 PGIAX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PGIAX (696M). VTSMX pays higher dividends than PGIAX: VTSMX (1.26) vs PGIAX (0.00). PGIAX was incepted earlier than VTSMX: PGIAX (16 years) vs VTSMX (33 years). PGIAX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). PGIAX has a lower initial minimum investment than VTSMX: PGIAX (0) vs VTSMX (3000). PGIAX annual gain was more profitable for investors over the last year : 32.09 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. PGIAX (70.27).
| PGIAX | VTSMX | PGIAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 27.801 | 22.392 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 32.09 | 30.52 | 105% |
| Returns for 3 years | 17.18 | 19.91 | 86% |
| Returns for 5 years | 70.27 | 83.72 | 84% |
| Returns for 10 years | 96.50 | 186.07 | 52% |