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PGIOX vs VSMPX
PGIOX vs VSMPX Comparison
Open Charts PGIOX vs VSMPX
Putnam Focused Equity R
Price$36.80
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets701.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
PGIOX vs VSMPX Comparison Chart in %
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PGIOX vs. VSMPX commentary
Sep 09, 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: 1.95T vs. PGIOX (701M). VSMPX pays higher dividends than PGIOX: VSMPX (1.17) 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 : 18.05 vs. PGIOX (9.61). VSMPX return over 5 years is better than : 85.03 vs. PGIOX (60.00).
| 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 | 11.212 | 10.358 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 9.61 | 18.05 | 53% |
| Returns for 3 years | 48.95 | 63.71 | 77% |
| Returns for 5 years | 60.00 | 85.03 | 71% |
| Returns for 10 years | 137.49 | 214.57 | 64% |
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