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PLJMX vs VFIAX
PLJMX vs VFIAX Comparison
Open Charts PLJMX vs VFIAX
Putnam U.S. Research R6
Price$62.49
Change+$1.07 (+1.74%)
VolumeN/A
Net Assets654.36M
Vanguard 500 Index Admiral
Price$619.86
Change+$9.45 (+1.55%)
VolumeN/A
Net Assets1.46T
PLJMX vs VFIAX Comparison Chart in %
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PLJMX vs. VFIAX commentary
Nov 26, 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 PLJMX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. PLJMX (654M). VFIAX pays higher dividends than PLJMX: VFIAX (1.11) vs PLJMX (0.64). PLJMX was incepted earlier than VFIAX: PLJMX (10 years) vs VFIAX (25 years). PLJMX (0.66) is less costly to investors than VFIAX (0.04). PLJMX is a more actively managed with annual turnover of: 65.00 vs. VFIAX (2.00). PLJMX has a lower initial minimum investment than VFIAX: PLJMX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.67 vs. PLJMX (6.85). VFIAX return over 5 years is better than : 82.06 vs. PLJMX (61.56).
| PLJMX | VFIAX | PLJMX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 15.980 | 12.504 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 1.46T | 0% |
| Annual Yield % from dividends | 0.64 | 1.11 | 58% |
| Returns for 1 year | 6.85 | 10.67 | 64% |
| Returns for 3 years | 57.66 | 64.11 | 90% |
| Returns for 5 years | 61.56 | 82.06 | 75% |
| Returns for 10 years | 160.35 | 215.90 | 74% |
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