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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$43.11
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets5.39B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
PMYZX vs VFIAX Comparison Chart
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PMYZX vs. VFIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. PMYZX (5.39B). VFIAX pays higher dividends than PMYZX: VFIAX (1.32) vs PMYZX (0.58). PMYZX was incepted earlier than VFIAX: PMYZX (14 years) vs VFIAX (24 years). PMYZX is a more actively managed with annual turnover of: 13.00 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 : 25.54 vs. PMYZX (23.31). VFIAX return over 5 years is better than : 80.23 vs. PMYZX (66.28).
| PMYZX | VFIAX | PMYZX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.795 | 2.010 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.35T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 23.31 | 25.54 | 91% |
| Returns for 3 years | 27.04 | 31.13 | 87% |
| Returns for 5 years | 66.28 | 80.23 | 83% |
| Returns for 10 years | 160.63 | 196.98 | 82% |