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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$39.08
Change+$0.09 (+0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
PGWTX vs VTSMX Comparison Chart
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PGWTX vs. VTSMX commentary
Nov 23, 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 PGWTX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PGWTX (706M). VTSMX pays higher dividends than PGWTX: VTSMX (1.26) vs PGWTX (0.00). PGWTX was incepted earlier than VTSMX: PGWTX (7 years) vs VTSMX (33 years). PGWTX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). PGWTX has a lower initial minimum investment than VTSMX: PGWTX (0) vs VTSMX (3000). PGWTX annual gain was more profitable for investors over the last year : 33.39 vs. VTSMX (31.17). VTSMX return over 5 years is better than : 87.20 vs. PGWTX (77.84).
| PGWTX | VTSMX | PGWTX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 30.227 | 24.402 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 33.39 | 31.17 | 107% |
| Returns for 3 years | 21.96 | 23.11 | 95% |
| Returns for 5 years | 77.84 | 87.20 | 89% |
| Returns for 10 years | N/A | 187.97 | - |
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