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PMYZX vs VSMPX
PMYZX vs VSMPX Comparison
Open Charts PMYZX vs VSMPX
Putnam Core Equity Fund R
Price$41.66
Change-$0.76 (-1.79%)
VolumeN/A
Net Assets5.36B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
PMYZX vs VSMPX Comparison Chart
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PMYZX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. PMYZX (5.36B). VSMPX pays higher dividends than PMYZX: VSMPX (1.37) vs PMYZX (0.25). PMYZX was incepted earlier than VSMPX: PMYZX (15 years) vs VSMPX (10 years). PMYZX (1.23) is less costly to investors than VSMPX (0.02). PMYZX is a more actively managed with annual turnover of: 17.00 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 : 11.10 vs. PMYZX (7.34). VSMPX return over 5 years is better than : 96.40 vs. PMYZX (88.40).
| PMYZX | VSMPX | PMYZX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.23 | 0.02 | 6,150% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 0.165 | 0.781 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.37 | 18% |
| Returns for 1 year | 7.34 | 11.10 | 66% |
| Returns for 3 years | 44.80 | 49.92 | 90% |
| Returns for 5 years | 88.40 | 96.40 | 92% |
| Returns for 10 years | 139.07 | 166.44 | 84% |
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