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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$38.08
Change+$0.29 (+0.77%)
VolumeN/A
Net Assets690.67M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PGWTX vs VTSMX Comparison Chart in %
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PGWTX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PGWTX (691M). VTSMX pays higher dividends than PGWTX: VTSMX (1.12) vs PGWTX (0.40). 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 : 13.89 vs. PGWTX (5.94). VTSMX return over 5 years is better than : 95.59 vs. PGWTX (76.44).
| 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 | 8.120 | 6.421 | 126% |
| 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 | 1.12 | 35% |
| Returns for 1 year | 5.94 | 13.89 | 43% |
| Returns for 3 years | 53.63 | 62.08 | 86% |
| Returns for 5 years | 76.44 | 95.59 | 80% |
| Returns for 10 years | N/A | 198.05 | - |
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