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PGIOX vs VTSMX
PGIOX vs VTSMX Comparison
Open Charts PGIOX vs VTSMX
Putnam Focused Equity R
Price$35.98
Change-$0.59 (-1.61%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
PGIOX vs VTSMX Comparison Chart
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PGIOX 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 PGIOX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PGIOX (696M). VTSMX pays higher dividends than PGIOX: VTSMX (1.26) vs PGIOX (0.00). PGIOX was incepted earlier than VTSMX: PGIOX (16 years) vs VTSMX (33 years). PGIOX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). PGIOX has a lower initial minimum investment than VTSMX: PGIOX (0) vs VTSMX (3000). PGIOX (31.70) and VTSMX (30.52) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. PGIOX (67.64).
| PGIOX | VTSMX | PGIOX / 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 | 27.498 | 22.392 | 123% |
| 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 | 31.70 | 30.52 | 104% |
| Returns for 3 years | 15.98 | 19.91 | 80% |
| Returns for 5 years | 67.64 | 83.72 | 81% |
| Returns for 10 years | 90.87 | 186.07 | 49% |