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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$36.14
Change-$0.37 (-1.01%)
VolumeN/A
Net Assets658.68M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PGWTX vs VTSMX Comparison Chart
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PGWTX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PGWTX (659M). VTSMX pays higher dividends than PGWTX: VTSMX (1.18) vs PGWTX (0.42). 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 : 10.06 vs. PGWTX (3.03). VTSMX return over 5 years is better than : 91.36 vs. PGWTX (74.77).
| 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 | 2.612 | 1.349 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 1.82T | 0% |
| Annual Yield % from dividends | 0.42 | 1.18 | 35% |
| Returns for 1 year | 3.03 | 10.06 | 30% |
| Returns for 3 years | 48.12 | 57.59 | 84% |
| Returns for 5 years | 74.77 | 91.36 | 82% |
| Returns for 10 years | N/A | 178.92 | - |
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