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PGWTX vs VTSAX
PGWTX vs VTSAX Comparison
Open Charts PGWTX vs VTSAX
Putnam Focused Equity R6
Price$38.08
Change+$0.29 (+0.77%)
VolumeN/A
Net Assets690.67M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PGWTX vs VTSAX Comparison Chart in %
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PGWTX vs. VTSAX 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 PGWTX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PGWTX (691M). VTSAX pays higher dividends than PGWTX: VTSAX (1.21) vs PGWTX (0.40). PGWTX was incepted earlier than VTSAX: PGWTX (7 years) vs VTSAX (25 years). PGWTX (0.73) is less costly to investors than VTSAX (0.04). PGWTX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). PGWTX has a lower initial minimum investment than VTSAX: PGWTX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. PGWTX (5.94). VTSAX return over 5 years is better than : 95.62 vs. PGWTX (76.44).
| PGWTX | VTSAX | PGWTX / VTSAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 8.120 | 6.416 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 1.82T | 0% |
| Annual Yield % from dividends | 0.40 | 1.21 | 33% |
| Returns for 1 year | 5.94 | 13.89 | 43% |
| Returns for 3 years | 53.63 | 62.12 | 86% |
| Returns for 5 years | 76.44 | 95.62 | 80% |
| Returns for 10 years | N/A | 198.69 | - |
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