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PMYZX vs VTSMX
PMYZX vs VTSMX Comparison
Open Charts PMYZX vs VTSMX
Putnam Core Equity Fund R
Price$48.01
Change+$0.49 (+1.03%)
VolumeN/A
Net Assets5.91B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
PMYZX vs VTSMX Comparison Chart in %
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PMYZX vs. VTSMX commentary
Oct 21, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PMYZX (5.91B). VTSMX pays higher dividends than PMYZX: VTSMX (1.04) vs PMYZX (0.21). PMYZX was incepted earlier than VTSMX: PMYZX (15 years) vs VTSMX (34 years). PMYZX (1.20) is less costly to investors than VTSMX (0.14). PMYZX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). PMYZX has a lower initial minimum investment than VTSMX: PMYZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.37 vs. PMYZX (8.57). VTSMX return over 5 years is better than : 87.64 vs. PMYZX (79.22).
| PMYZX | VTSMX | PMYZX / VTSMX | |
| Total Expense Ratio | 1.20 | 0.14 | 857% |
| Annual Report Gross Expense Ratio | 1.20 | 0.14 | 857% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 12.208 | 13.012 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 2.02T | 0% |
| Annual Yield % from dividends | 0.21 | 1.04 | 20% |
| Returns for 1 year | 8.57 | 13.37 | 64% |
| Returns for 3 years | 66.90 | 74.97 | 89% |
| Returns for 5 years | 79.22 | 87.64 | 90% |
| Returns for 10 years | 185.47 | 219.38 | 85% |
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