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PGIAX vs VTSMX
PGIAX vs VTSMX Comparison
Open Charts PGIAX vs VTSMX
Putnam Focused Equity A
Price$36.56
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets690.67M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PGIAX vs VTSMX Comparison Chart in %
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PGIAX vs. VTSMX commentary
Jul 07, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PGIAX (691M). VTSMX pays higher dividends than PGIAX: VTSMX (1.12) 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 : 13.89 vs. PGIAX (5.19). VTSMX return over 5 years is better than : 95.59 vs. PGIAX (71.76).
| 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 | 7.942 | 6.421 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 5.19 | 13.89 | 37% |
| Returns for 3 years | 51.08 | 62.08 | 82% |
| Returns for 5 years | 71.76 | 95.59 | 75% |
| Returns for 10 years | 127.07 | 198.05 | 64% |
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