Ad is loading...
PMYZX vs VSMPX
PMYZX vs VSMPX Comparison
Open Charts PMYZX vs VSMPX
Putnam Core Equity Fund R
Price$42.21
Change-$1.30 (-2.99%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
PMYZX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMYZX vs. VSMPX commentary
Dec 19, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. PMYZX (5.44B). 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 (26.92) and PMYZX (25.89) have marching annual gain over last year. VSMPX return over 5 years is better than : 84.20 vs. PMYZX (73.66).
| 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 | 24.705 | 26.405 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 1.84T | 0% |
| Annual Yield % from dividends | 0.58 | 1.36 | 43% |
| Returns for 1 year | 25.89 | 26.92 | 96% |
| Returns for 3 years | 28.11 | 27.92 | 101% |
| Returns for 5 years | 73.66 | 84.20 | 87% |
| Returns for 10 years | 156.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers