Interact to see
Advertisement
Advertisement
PGIOX vs VTSMX
PGIOX vs VTSMX Comparison
Open Charts PGIOX vs VTSMX
Putnam Focused Equity R
Price$36.40
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets701.22M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PGIOX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGIOX 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 PGIOX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PGIOX (701M). VTSMX pays higher dividends than PGIOX: VTSMX (1.09) 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 : 16.21 vs. PGIOX (7.95). VTSMX return over 5 years is better than : 85.82 vs. PGIOX (62.61).
| 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 | 10.605 | 9.266 | 114% |
| 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 | 7.95 | 16.21 | 49% |
| Returns for 3 years | 35.34 | 46.80 | 76% |
| Returns for 5 years | 62.61 | 85.82 | 73% |
| Returns for 10 years | 125.67 | 202.54 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement