Ad is loading...
PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$35.80
Change+$0.34 (+0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.09
Change+$0.45 (+0.32%)
VolumeN/A
CapitalizationN/A
PGWTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGWTX vs. VTSMX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PGWTX (693M). 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). VTSMX annual gain was more profitable for investors over the last year : 24.71 vs. PGWTX (20.38). VTSMX return over 5 years is better than : 81.06 vs. PGWTX (62.01).
| 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 | 20.060 | 24.354 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 20.38 | 24.71 | 82% |
| Returns for 3 years | 23.35 | 23.28 | 100% |
| Returns for 5 years | 62.01 | 81.06 | 77% |
| Returns for 10 years | N/A | 184.62 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers