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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$36.12
Change-$0.69 (-1.87%)
VolumeN/A
Net Assets682.81M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
PGWTX vs VTSMX Comparison Chart
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PGWTX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PGWTX (683M). 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 : 19.83 vs. PGWTX (11.97). VTSMX return over 5 years is better than : 78.15 vs. PGWTX (55.34).
| 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 | 2.555 | 4.057 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 11.97 | 19.83 | 60% |
| Returns for 3 years | 31.45 | 39.38 | 80% |
| Returns for 5 years | 55.34 | 78.15 | 71% |
| Returns for 10 years | N/A | 185.46 | - |
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