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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$37.98
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets689.16M
Vanguard Total Stock Mkt Idx I
Price$148.99
Change-$0.80 (-0.53%)
VolumeN/A
Net Assets1.91T
PGWTX vs VTSMX Comparison Chart in %
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PGWTX vs. VTSMX commentary
Jul 16, 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 PGWTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PGWTX (689M). VTSMX pays higher dividends than PGWTX: VTSMX (1.12) vs PGWTX (0.40). PGWTX was incepted earlier than VTSMX: PGWTX (7 years) vs VTSMX (33 years). PGWTX (0.73) is less costly to investors than VTSMX (0.14). PGWTX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). PGWTX has a lower initial minimum investment than VTSMX: PGWTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.36 vs. PGWTX (3.79). VTSMX return over 5 years is better than : 90.04 vs. PGWTX (72.04).
| PGWTX | VTSMX | PGWTX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 8.035 | 6.279 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.12 | 35% |
| Returns for 1 year | 3.79 | 11.36 | 33% |
| Returns for 3 years | 52.49 | 60.26 | 87% |
| Returns for 5 years | 72.04 | 90.04 | 80% |
| Returns for 10 years | N/A | 190.31 | - |
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