Interact to see
Advertisement
Advertisement
PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$40.44
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets712.07M
Vanguard Total Stock Mkt Idx I
Price$159.09
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets2.02T
PGWTX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGWTX vs. VTSMX commentary
Oct 16, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PGWTX (712M). VTSMX pays higher dividends than PGWTX: VTSMX (1.04) vs PGWTX (0.37). PGWTX was incepted earlier than VTSMX: PGWTX (7 years) vs VTSMX (33 years). PGWTX (0.73) is less costly to investors than VTSMX (0.14). PGWTX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). PGWTX has a lower initial minimum investment than VTSMX: PGWTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.50 vs. PGWTX (5.28). VTSMX return over 5 years is better than : 84.57 vs. PGWTX (70.64).
| PGWTX | VTSMX | PGWTX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 14.821 | 12.899 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 2.02T | 0% |
| Annual Yield % from dividends | 0.37 | 1.04 | 36% |
| Returns for 1 year | 5.28 | 13.50 | 39% |
| Returns for 3 years | 70.99 | 82.83 | 86% |
| Returns for 5 years | 70.64 | 84.57 | 84% |
| Returns for 10 years | N/A | 224.46 | - |