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PMYZX vs VFIAX
PMYZX vs VFIAX Comparison
Open Charts PMYZX vs VFIAX
Putnam Core Equity Fund R
Price$41.66
Change-$0.76 (-1.79%)
VolumeN/A
Net Assets5.36B
Vanguard 500 Index Admiral
Price$540.21
Change-$8.84 (-1.61%)
VolumeN/A
Net Assets1.33T
PMYZX vs VFIAX Comparison Chart
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PMYZX vs. VFIAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. PMYZX (5.36B). VFIAX pays higher dividends than PMYZX: VFIAX (1.36) vs PMYZX (0.25). 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: 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 : 11.66 vs. PMYZX (7.34). VFIAX return over 5 years is better than : 100.87 vs. PMYZX (88.40).
| 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 | 0.165 | 1.173 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.34T | 0% |
| Annual Yield % from dividends | 0.25 | 1.36 | 19% |
| Returns for 1 year | 7.34 | 11.66 | 63% |
| Returns for 3 years | 44.80 | 52.32 | 86% |
| Returns for 5 years | 88.40 | 100.87 | 88% |
| Returns for 10 years | 139.07 | 179.59 | 77% |
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