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PLJMX vs VFINX
PLJMX vs VFINX Comparison
Open Charts PLJMX vs VFINX
Putnam U.S. Research R6
Price$62.48
Change+$0.41 (+0.66%)
VolumeN/A
Net Assets655.02M
Vanguard 500 Index Investor
Price$623.55
Change+$3.61 (+0.58%)
VolumeN/A
Net Assets1.41T
PLJMX vs VFINX Comparison Chart in %
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PLJMX vs. VFINX commentary
Oct 09, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. PLJMX (655M). VFINX pays higher dividends than PLJMX: VFINX (1.05) vs PLJMX (0.66). PLJMX was incepted earlier than VFINX: PLJMX (10 years) vs VFINX (49 years). PLJMX (0.66) is less costly to investors than VFINX (0.14). PLJMX is a more actively managed with annual turnover of: 35.00 vs. VFINX (2.00). PLJMX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 16.82 vs. PLJMX (10.57). VFINX return over 5 years is better than : 93.35 vs. PLJMX (68.97).
| PLJMX | VFINX | PLJMX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 15.961 | 14.240 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 1.41T | 0% |
| Annual Yield % from dividends | 0.66 | 1.05 | 63% |
| Returns for 1 year | 10.57 | 16.82 | 63% |
| Returns for 3 years | 74.05 | 84.72 | 87% |
| Returns for 5 years | 68.97 | 93.35 | 74% |
| Returns for 10 years | 168.85 | 233.80 | 72% |
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