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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$35.95
Change-$0.15 (-0.42%)
VolumeN/A
Net Assets657.94M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
PGWTX vs VTSMX Comparison Chart
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PGWTX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. PGWTX (658M). VTSMX pays higher dividends than PGWTX: VTSMX (1.18) vs PGWTX (0.42). 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 : 11.39 vs. PGWTX (4.34). VTSMX return over 5 years is better than : 81.77 vs. PGWTX (66.29).
| 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 | 2.499 | 1.278 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.82T | 0% |
| Annual Yield % from dividends | 0.42 | 1.18 | 35% |
| Returns for 1 year | 4.34 | 11.39 | 38% |
| Returns for 3 years | 34.66 | 42.44 | 82% |
| Returns for 5 years | 66.29 | 81.77 | 81% |
| Returns for 10 years | N/A | 181.22 | - |
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