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PGIOX vs VTSMX
PGIOX vs VTSMX Comparison
Open Charts PGIOX vs VTSMX
Putnam Focused Equity R
Price$33.67
Change-$0.35 (-1.03%)
VolumeN/A
Net Assets658.68M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PGIOX vs VTSMX Comparison Chart
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PGIOX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PGIOX (659M). VTSMX pays higher dividends than PGIOX: VTSMX (1.18) vs PGIOX (0.00). PGIOX was incepted earlier than VTSMX: PGIOX (17 years) vs VTSMX (33 years). PGIOX (1.36) is less costly to investors than VTSMX (0.14). PGIOX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). PGIOX has a lower initial minimum investment than VTSMX: PGIOX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. PGIOX (3.19). VTSMX return over 5 years is better than : 91.36 vs. PGIOX (67.02).
| PGIOX | VTSMX | PGIOX / VTSMX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 2.309 | 1.349 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 3.19 | 10.06 | 32% |
| Returns for 3 years | 44.04 | 57.59 | 76% |
| Returns for 5 years | 67.02 | 91.36 | 73% |
| Returns for 10 years | 103.54 | 178.92 | 58% |
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