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PMYZX vs VSMPX
PMYZX vs VSMPX Comparison
Open Charts PMYZX vs VSMPX
Putnam Core Equity Fund R
Price$38.34
Change+$0.65 (+1.72%)
VolumeN/A
Net Assets4.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
PMYZX vs VSMPX Comparison Chart
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PMYZX vs. VSMPX commentary
Apr 12, 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: 1.7T vs. PMYZX (4.79B). 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 : 0.32 vs. PMYZX (-2.03). VSMPX return over 5 years is better than : 85.42 vs. PMYZX (78.34).
| 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 | -11.004 | -11.144 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.37 | 18% |
| Returns for 1 year | -2.03 | 0.32 | -642% |
| Returns for 3 years | 15.10 | 17.06 | 89% |
| Returns for 5 years | 78.34 | 85.42 | 92% |
| Returns for 10 years | 116.16 | N/A | - |
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