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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$42.99
Change-$0.82 (-1.87%)
VolumeN/A
Net Assets5.45B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
PMYZX vs VFIAX Comparison Chart
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PMYZX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. PMYZX (5.45B). 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 : 18.28 vs. PMYZX (15.49). VFIAX return over 5 years is better than : 80.17 vs. PMYZX (66.44).
| 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 | 1.511 | 2.414 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.45B | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 15.49 | 18.28 | 85% |
| Returns for 3 years | 33.76 | 39.78 | 85% |
| Returns for 5 years | 66.44 | 80.17 | 83% |
| Returns for 10 years | 146.29 | 184.37 | 79% |
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