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PMYAX vs VFINX
PMYAX vs VFINX Comparison
Open Charts PMYAX vs VFINX
Putnam Core Equity Fund A
Price$40.94
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets5.17B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
PMYAX vs VFINX Comparison Chart
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PMYAX vs. VFINX commentary
May 10, 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 PMYAX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. PMYAX (5.17B). VFINX pays higher dividends than PMYAX: VFINX (1.25) vs PMYAX (0.49). PMYAX was incepted earlier than VFINX: PMYAX (15 years) vs VFINX (49 years). PMYAX (0.98) is less costly to investors than VFINX (0.14). PMYAX is a more actively managed with annual turnover of: 17.00 vs. VFINX (2.00). PMYAX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.65 vs. PMYAX (4.79). VFINX return over 5 years is better than : 93.26 vs. PMYAX (85.00).
| PMYAX | VFINX | PMYAX / VFINX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 15 years | 49 years | - |
| Gain YTD | -4.365 | -3.631 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 1.34T | 0% |
| Annual Yield % from dividends | 0.49 | 1.25 | 39% |
| Returns for 1 year | 4.79 | 8.65 | 55% |
| Returns for 3 years | 34.58 | 41.62 | 83% |
| Returns for 5 years | 85.00 | 93.26 | 91% |
| Returns for 10 years | 137.26 | 170.01 | 81% |
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