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PGIAX vs VTSMX
PGIAX vs VTSMX Comparison
Open Charts PGIAX vs VTSMX
Putnam Focused Equity A
Price$38.63
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets710.72M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
PGIAX vs VTSMX Comparison Chart in %
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PGIAX vs. VTSMX commentary
Sep 27, 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 PGIAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PGIAX (711M). VTSMX pays higher dividends than PGIAX: VTSMX (1.07) vs PGIAX (0.09). PGIAX was incepted earlier than VTSMX: PGIAX (17 years) vs VTSMX (33 years). PGIAX (1.11) is less costly to investors than VTSMX (0.14). PGIAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). PGIAX has a lower initial minimum investment than VTSMX: PGIAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. PGIAX (6.75). VTSMX return over 5 years is better than : 96.53 vs. PGIAX (74.43).
| PGIAX | VTSMX | PGIAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 14.054 | 12.949 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.07 | 8% |
| Returns for 1 year | 6.75 | 15.63 | 43% |
| Returns for 3 years | 66.84 | 80.25 | 83% |
| Returns for 5 years | 74.43 | 96.53 | 77% |
| Returns for 10 years | 159.27 | 249.92 | 64% |