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PGIOX vs VSMPX
PGIOX vs VSMPX Comparison
Open Charts PGIOX vs VSMPX
Putnam Focused Equity R
Price$35.47
Change+$0.27 (+0.77%)
VolumeN/A
Net Assets690.67M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PGIOX vs VSMPX Comparison Chart in %
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PGIOX vs. VSMPX 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 PGIOX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PGIOX (691M). VSMPX pays higher dividends than PGIOX: VSMPX (1.22) vs PGIOX (0.00). PGIOX was incepted earlier than VSMPX: PGIOX (17 years) vs VSMPX (10 years). PGIOX (1.36) is less costly to investors than VSMPX (0.02). PGIOX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). PGIOX has a lower initial minimum investment than VSMPX: PGIOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. PGIOX (4.60). VSMPX return over 5 years is better than : 95.69 vs. PGIOX (68.73).
| PGIOX | VSMPX | PGIOX / VSMPX | |
| Total Expense Ratio | 1.36 | 0.02 | 6,800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.02 | 6,800% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 7.779 | 6.426 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 4.60 | 13.90 | 33% |
| Returns for 3 years | 49.36 | 62.17 | 79% |
| Returns for 5 years | 68.73 | 95.69 | 72% |
| Returns for 10 years | 120.03 | 189.21 | 63% |
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