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PLJMX vs VFIAX
PLJMX vs VFIAX Comparison
Open Charts PLJMX vs VFIAX
Putnam U.S. Research R6
Price$63.76
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets667.08M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
PLJMX vs VFIAX Comparison Chart in %
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PLJMX vs. VFIAX commentary
Dec 04, 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 PLJMX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. PLJMX (667M). VFIAX pays higher dividends than PLJMX: VFIAX (1.11) vs PLJMX (0.64). PLJMX was incepted earlier than VFIAX: PLJMX (10 years) vs VFIAX (25 years). PLJMX (0.66) is less costly to investors than VFIAX (0.04). PLJMX is a more actively managed with annual turnover of: 65.00 vs. VFIAX (2.00). PLJMX has a lower initial minimum investment than VFIAX: PLJMX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 12.70 vs. PLJMX (7.39). VFIAX return over 5 years is better than : 85.88 vs. PLJMX (63.28).
| PLJMX | VFIAX | PLJMX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 18.059 | 16.106 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 1.46T | 0% |
| Annual Yield % from dividends | 0.64 | 1.11 | 58% |
| Returns for 1 year | 7.39 | 12.70 | 58% |
| Returns for 3 years | 58.16 | 67.36 | 86% |
| Returns for 5 years | 63.28 | 85.88 | 74% |
| Returns for 10 years | 165.52 | 225.65 | 73% |
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