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PMYZX vs VSTSX
PMYZX vs VSTSX Comparison
Open Charts PMYZX vs VSTSX
Putnam Core Equity Fund R
Price$40.05
Change-$0.21 (-0.52%)
VolumeN/A
Net Assets5.13B
Vanguard Total Stock Mkt Idx Instl Sel
Price$262.47
Change-$1.69 (-0.64%)
VolumeN/A
Net Assets1.81T
PMYZX vs VSTSX Comparison Chart
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PMYZX vs. VSTSX commentary
Mar 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. PMYZX (5.13B). VSTSX pays higher dividends than PMYZX: VSTSX (1.25) vs PMYZX (0.23). PMYZX was incepted earlier than VSTSX: PMYZX (14 years) vs VSTSX (9 years). PMYZX (1.23) is less costly to investors than VSTSX (0.01). PMYZX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). PMYZX has a lower initial minimum investment than VSTSX: PMYZX (0) vs VSTSX (5000000000). PMYZX annual gain was more profitable for investors over the last year : 9.91 vs. VSTSX (8.64). VSTSX return over 5 years is better than : 121.97 vs. PMYZX (99.31).
| PMYZX | VSTSX | PMYZX / VSTSX | |
| Total Expense Ratio | 1.23 | 0.01 | 12,300% |
| Annual Report Gross Expense Ratio | 1.23 | 0.01 | 12,300% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -2.385 | -4.876 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 1.81T | 0% |
| Annual Yield % from dividends | 0.23 | 1.25 | 19% |
| Returns for 1 year | 9.91 | 8.64 | 115% |
| Returns for 3 years | 30.76 | 30.48 | 101% |
| Returns for 5 years | 99.31 | 121.97 | 81% |
| Returns for 10 years | 142.73 | N/A | - |
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