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PGIOX vs VTSMX
PGIOX vs VTSMX Comparison
Open Charts PGIOX vs VTSMX
Putnam Focused Equity R
Price$35.77
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets693.72M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
PGIOX vs VTSMX Comparison Chart in %
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PGIOX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. PGIOX (694M). VTSMX pays higher dividends than PGIOX: VTSMX (1.12) 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 : 17.75 vs. PGIOX (8.96). VTSMX return over 5 years is better than : 93.51 vs. PGIOX (65.67).
| 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 | 8.690 | 8.287 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 8.96 | 17.75 | 50% |
| Returns for 3 years | 47.04 | 60.60 | 78% |
| Returns for 5 years | 65.67 | 93.51 | 70% |
| Returns for 10 years | 123.36 | 200.97 | 61% |
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