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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$38.34
Change+$0.65 (+1.72%)
VolumeN/A
Net Assets4.79B
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
PMYZX vs VFIAX Comparison Chart
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PMYZX vs. VFIAX commentary
Apr 12, 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: 1.32T vs. PMYZX (4.79B). VFIAX pays higher dividends than PMYZX: VFIAX (1.35) vs PMYZX (0.25). PMYZX was incepted earlier than VFIAX: PMYZX (15 years) vs VFIAX (24 years). PMYZX (1.23) is less costly to investors than VFIAX (0.04). PMYZX is a more actively managed with annual turnover of: 17.00 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 : 1.37 vs. PMYZX (-2.03). VFIAX return over 5 years is better than : 88.91 vs. PMYZX (78.34).
| 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 | 24 years | - |
| Gain YTD | -11.004 | -10.405 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 1.32T | 0% |
| Annual Yield % from dividends | 0.25 | 1.35 | 18% |
| Returns for 1 year | -2.03 | 1.37 | -149% |
| Returns for 3 years | 15.10 | 19.88 | 76% |
| Returns for 5 years | 78.34 | 88.91 | 88% |
| Returns for 10 years | 116.16 | 151.75 | 77% |
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