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FXAIX vs PGWTX
FXAIX vs PGWTX Comparison
Open Charts FXAIX vs PGWTX
Putnam Focused Equity R6
Price$41.38
Change-$0.73 (-1.73%)
VolumeN/A
Net Assets730.98M
FXAIX vs PGWTX Comparison Chart in %
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FXAIX vs. PGWTX commentary
Nov 14, 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 FXAIX is a Hold and PGWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. PGWTX (731M). FXAIX pays higher dividends than PGWTX: FXAIX (1.11) vs PGWTX (0.36). FXAIX was incepted earlier than PGWTX: FXAIX (15 years) vs PGWTX (7 years). PGWTX (0.73) is less costly to investors than FXAIX (0.01). PGWTX is a more actively managed with annual turnover of: 30.00 vs. FXAIX (3.00). FXAIX (0) and PGWTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. PGWTX (7.97). FXAIX return over 5 years is better than : 105.43 vs. PGWTX (69.62).
| FXAIX | PGWTX | FXAIX / PGWTX | |
| Total Expense Ratio | 0.01 | 0.73 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 2% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 17.628 | 19.563 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 731M | 100,821% |
| Annual Yield % from dividends | 1.11 | 0.36 | 309% |
| Returns for 1 year | 15.86 | 7.97 | 199% |
| Returns for 3 years | 79.05 | 60.93 | 130% |
| Returns for 5 years | 105.43 | 69.62 | 151% |
| Returns for 10 years | 272.34 | N/A | - |
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