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PLJMX vs VFINX
PLJMX vs VFINX Comparison
Open Charts PLJMX vs VFINX
Putnam U.S. Research R6
Price$61.80
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets650.45M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
PLJMX vs VFINX Comparison Chart in %
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PLJMX vs. VFINX commentary
Oct 19, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. PLJMX (650M). VFINX pays higher dividends than PLJMX: VFINX (1.05) vs PLJMX (0.66). PLJMX was incepted earlier than VFINX: PLJMX (10 years) vs VFINX (49 years). PLJMX (0.66) 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 : 14.15 vs. PLJMX (8.01). VFINX return over 5 years is better than : 91.55 vs. PLJMX (67.00).
| PLJMX | VFINX | PLJMX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 14.699 | 13.407 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 1.41T | 0% |
| Annual Yield % from dividends | 0.66 | 1.05 | 63% |
| Returns for 1 year | 8.01 | 14.15 | 57% |
| Returns for 3 years | 68.63 | 79.37 | 86% |
| Returns for 5 years | 67.00 | 91.55 | 73% |
| Returns for 10 years | 164.25 | 228.72 | 72% |
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