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PLJMX vs VFIAX
PLJMX vs VFIAX Comparison
Open Charts PLJMX vs VFIAX
Putnam U.S. Research R6
Price$58.06
Change-$4.28 (-6.87%)
VolumeN/A
Net Assets674.98M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
PLJMX vs VFIAX Comparison Chart in %
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PLJMX vs. VFIAX commentary
Feb 05, 2026
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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. PLJMX (675M). VFIAX pays higher dividends than PLJMX: VFIAX (1.10) vs PLJMX (0.77). PLJMX was incepted earlier than VFIAX: PLJMX (11 years) vs VFIAX (25 years). PLJMX (0.64) 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 : 15.49 vs. PLJMX (6.41). VFIAX return over 5 years is better than : 78.94 vs. PLJMX (43.11).
| PLJMX | VFIAX | PLJMX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.486 | 1.141 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 1.48T | 0% |
| Annual Yield % from dividends | 0.77 | 1.10 | 70% |
| Returns for 1 year | 6.41 | 15.49 | 41% |
| Returns for 3 years | 54.86 | 67.56 | 81% |
| Returns for 5 years | 43.11 | 78.94 | 55% |
| Returns for 10 years | 173.80 | 268.61 | 65% |
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