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PMYZX vs VTSMX
PMYZX vs VTSMX Comparison
Open Charts PMYZX vs VTSMX
Putnam Core Equity Fund R
Price$46.00
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets5.77B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PMYZX vs VTSMX Comparison Chart in %
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PMYZX vs. VTSMX commentary
Aug 16, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PMYZX (5.78B). VTSMX pays higher dividends than PMYZX: VTSMX (1.09) vs PMYZX (0.22). PMYZX was incepted earlier than VTSMX: PMYZX (15 years) vs VTSMX (33 years). PMYZX (1.23) 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 : 16.52 vs. PMYZX (12.35). VTSMX return over 5 years is better than : 86.32 vs. PMYZX (77.67).
| PMYZX | VTSMX | PMYZX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 8.973 | 9.557 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.91T | 0% |
| Annual Yield % from dividends | 0.22 | 1.09 | 20% |
| Returns for 1 year | 12.35 | 16.52 | 75% |
| Returns for 3 years | 43.15 | 47.19 | 91% |
| Returns for 5 years | 77.67 | 86.32 | 90% |
| Returns for 10 years | 166.45 | 203.34 | 82% |
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