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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$45.40
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets5.68B
Vanguard 500 Index Admiral
Price$590.00
Change+$0.11 (+0.02%)
VolumeN/A
Net Assets1.49T
PMYZX vs VFIAX Comparison Chart in %
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PMYZX vs. VFIAX commentary
Jul 29, 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 PMYZX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. PMYZX (5.68B). VFIAX pays higher dividends than PMYZX: VFIAX (1.21) vs PMYZX (0.23). PMYZX was incepted earlier than VFIAX: PMYZX (15 years) vs VFIAX (25 years). PMYZX (1.23) is less costly to investors than VFIAX (0.04). PMYZX is a more actively managed with annual turnover of: 11.00 vs. VFIAX (2.00). PMYZX has a lower initial minimum investment than VFIAX: PMYZX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 17.10 vs. PMYZX (11.25). VFIAX return over 5 years is better than : 96.24 vs. PMYZX (82.89).
| PMYZX | VFIAX | PMYZX / VFIAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.226 | 8.708 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68B | 1.49T | 0% |
| Annual Yield % from dividends | 0.23 | 1.21 | 19% |
| Returns for 1 year | 11.25 | 17.10 | 66% |
| Returns for 3 years | 47.43 | 54.77 | 87% |
| Returns for 5 years | 82.89 | 96.24 | 86% |
| Returns for 10 years | 160.58 | 203.99 | 79% |
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