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PMYTX vs VFIAX
PMYTX vs VFIAX Comparison
Open Charts PMYTX vs VFIAX
Putnam Core Equity Fund R6
Price$39.90
Change+$3.36 (+9.20%)
VolumeN/A
Net Assets4.96B
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
PMYTX vs VFIAX Comparison Chart
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PMYTX vs. VFIAX 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 PMYTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. PMYTX (4.96B). VFIAX pays higher dividends than PMYTX: VFIAX (1.35) vs PMYTX (0.80). PMYTX was incepted earlier than VFIAX: PMYTX (7 years) vs VFIAX (24 years). PMYTX (0.64) is less costly to investors than VFIAX (0.04). PMYTX is a more actively managed with annual turnover of: 17.00 vs. VFIAX (2.00). PMYTX has a lower initial minimum investment than VFIAX: PMYTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. PMYTX (-6.84). VFIAX return over 5 years is better than : 78.64 vs. PMYTX (74.69).
| PMYTX | VFIAX | PMYTX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -15.514 | -15.273 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 1.32T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | -6.84 | -4.34 | 158% |
| Returns for 3 years | 9.43 | 11.08 | 85% |
| Returns for 5 years | 74.69 | 78.64 | 95% |
| Returns for 10 years | N/A | 137.38 | - |
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