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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$44.11
Change-$0.56 (-1.25%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
PMYZX vs VFIAX Comparison Chart
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PMYZX vs. VFIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. PMYZX (5.28B). 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). PMYZX (31.11) and VFIAX (30.22) have marching annual gain over last year. VFIAX return over 5 years is better than : 88.12 vs. PMYZX (74.86).
| 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 | 26.137 | 23.347 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 1.28T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 31.11 | 30.22 | 103% |
| Returns for 3 years | 16.57 | 24.93 | 66% |
| Returns for 5 years | 74.86 | 88.12 | 85% |
| Returns for 10 years | 157.38 | 187.71 | 84% |
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