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FXAIX vs PLJMX
FXAIX vs PLJMX Comparison
Open Charts FXAIX vs PLJMX
Putnam U.S. Research R6
Price$61.80
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets650.45M
FXAIX vs PLJMX Comparison Chart in %
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FXAIX vs. PLJMX commentary
Oct 19, 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 PLJMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. PLJMX (650M). FXAIX pays higher dividends than PLJMX: FXAIX (1.12) vs PLJMX (0.66). FXAIX was incepted earlier than PLJMX: FXAIX (14 years) vs PLJMX (10 years). PLJMX (0.66) is less costly to investors than FXAIX (0.01). PLJMX is a more actively managed with annual turnover of: 65.00 vs. FXAIX (3.00). FXAIX (0) and PLJMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. PLJMX (8.01). FXAIX return over 5 years is better than : 105.92 vs. PLJMX (67.00).
| FXAIX | PLJMX | FXAIX / PLJMX | |
| Total Expense Ratio | 0.01 | 0.49 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.66 | 2% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 14.435 | 14.699 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 650M | 111,231% |
| Annual Yield % from dividends | 1.12 | 0.66 | 170% |
| Returns for 1 year | 15.54 | 8.01 | 194% |
| Returns for 3 years | 87.16 | 68.63 | 127% |
| Returns for 5 years | 105.92 | 67.00 | 158% |
| Returns for 10 years | 261.52 | 164.25 | 159% |
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