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PGIEX vs VTSMX
PGIEX vs VTSMX Comparison
Open Charts PGIEX vs VTSMX
Putnam Focused Equity C
Price$33.03
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets701.22M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PGIEX vs VTSMX Comparison Chart in %
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PGIEX vs. VTSMX commentary
Aug 18, 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 PGIEX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PGIEX (701M). VTSMX pays higher dividends than PGIEX: VTSMX (1.09) vs PGIEX (0.00). PGIEX was incepted earlier than VTSMX: PGIEX (17 years) vs VTSMX (33 years). PGIEX (1.86) is less costly to investors than VTSMX (0.14). PGIEX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). PGIEX has a lower initial minimum investment than VTSMX: PGIEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. PGIEX (6.45). VTSMX return over 5 years is better than : 85.82 vs. PGIEX (55.53).
| PGIEX | VTSMX | PGIEX / VTSMX | |
| Total Expense Ratio | 1.86 | 0.14 | 1,329% |
| Annual Report Gross Expense Ratio | 1.86 | 0.14 | 1,329% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 10.284 | 9.266 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 6.45 | 16.21 | 40% |
| Returns for 3 years | 31.64 | 46.80 | 68% |
| Returns for 5 years | 55.53 | 85.82 | 65% |
| Returns for 10 years | 109.04 | 202.54 | 54% |
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