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PGWTX vs VTSMX
PGWTX vs VTSMX Comparison
Open Charts PGWTX vs VTSMX
Putnam Focused Equity R6
Price$39.11
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets701.22M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PGWTX vs VTSMX Comparison Chart in %
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PGWTX 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 PGWTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PGWTX (701M). VTSMX pays higher dividends than PGWTX: VTSMX (1.09) vs PGWTX (0.39). 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 : 16.21 vs. PGWTX (9.32). VTSMX return over 5 years is better than : 85.82 vs. PGWTX (70.04).
| 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 | 11.045 | 9.266 | 119% |
| 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 | 0.39 | 1.09 | 36% |
| Returns for 1 year | 9.32 | 16.21 | 58% |
| Returns for 3 years | 39.18 | 46.80 | 84% |
| Returns for 5 years | 70.04 | 85.82 | 82% |
| Returns for 10 years | N/A | 202.54 | - |
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