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PMYZX vs VSMPX
PMYZX vs VSMPX Comparison
Open Charts PMYZX vs VSMPX
Putnam Core Equity Fund R
Price$43.11
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets5.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
PMYZX vs VSMPX Comparison Chart
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PMYZX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PMYZX (5.39B). VSMPX pays higher dividends than PMYZX: VSMPX (1.36) vs PMYZX (0.58). PMYZX was incepted earlier than VSMPX: PMYZX (14 years) vs VSMPX (10 years). PMYZX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). PMYZX has a lower initial minimum investment than VSMPX: PMYZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. PMYZX (23.31). VSMPX return over 5 years is better than : 76.14 vs. PMYZX (66.28).
| PMYZX | VSMPX | PMYZX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.795 | 2.245 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.78T | 0% |
| Annual Yield % from dividends | 0.58 | 1.36 | 43% |
| Returns for 1 year | 23.31 | 25.27 | 92% |
| Returns for 3 years | 27.04 | 29.00 | 93% |
| Returns for 5 years | 66.28 | 76.14 | 87% |
| Returns for 10 years | 160.63 | N/A | - |