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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$31.35
Change-$1.13 (-3.48%)
VolumeN/A
Net Assets603.93M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
PGWTX vs VTSMX Comparison Chart
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PGWTX vs. VTSMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PGWTX (604M). VTSMX pays higher dividends than PGWTX: VTSMX (1.25) vs PGWTX (0.44). 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 : 4.72 vs. PGWTX (-1.86). VTSMX return over 5 years is better than : 92.15 vs. PGWTX (75.81).
| 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 | -7.780 | -7.881 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 1.7T | 0% |
| Annual Yield % from dividends | 0.44 | 1.25 | 35% |
| Returns for 1 year | -1.86 | 4.72 | -39% |
| Returns for 3 years | 15.99 | 20.95 | 76% |
| Returns for 5 years | 75.81 | 92.15 | 82% |
| Returns for 10 years | N/A | 154.63 | - |
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