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PLJMX vs VFINX
PLJMX vs VFINX Comparison
Open Charts PLJMX vs VFINX
Putnam U.S. Research R6
Price$58.06
Change-$4.28 (-6.87%)
VolumeN/A
Net Assets674.98M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
PLJMX vs VFINX Comparison Chart in %
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PLJMX vs. VFINX commentary
Feb 04, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. PLJMX (675M). VFINX pays higher dividends than PLJMX: VFINX (1.01) vs PLJMX (0.77). PLJMX was incepted earlier than VFINX: PLJMX (11 years) vs VFINX (49 years). PLJMX (0.64) is less costly to investors than VFINX (0.14). PLJMX is a more actively managed with annual turnover of: 65.00 vs. VFINX (2.00). PLJMX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 15.48 vs. PLJMX (6.41). VFINX return over 5 years is better than : 78.93 vs. PLJMX (43.11).
| PLJMX | VFINX | PLJMX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 1.486 | 1.131 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 1.48T | 0% |
| Annual Yield % from dividends | 0.77 | 1.01 | 76% |
| Returns for 1 year | 6.41 | 15.48 | 41% |
| Returns for 3 years | 54.86 | 67.54 | 81% |
| Returns for 5 years | 43.11 | 78.93 | 55% |
| Returns for 10 years | 173.80 | 268.63 | 65% |
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