PMYZX
Price
$45.41
Change
+$0.17 (+0.38%)
Updated
Jul 25 closing price
Net Assets
5.68B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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PMYZX vs VSMPX

Header iconPMYZX vs VSMPX Comparison
Open Charts PMYZX vs VSMPXBanner chart's image
Putnam Core Equity Fund R
Price$45.41
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets5.68B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
PMYZX vs VSMPX Comparison Chart in %
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VS
PMYZX vs. VSMPX commentary
Jul 27, 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 PMYZX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PMYZX (5.68B). VSMPX pays higher dividends than PMYZX: VSMPX (1.22) vs PMYZX (0.23). PMYZX was incepted earlier than VSMPX: PMYZX (15 years) vs VSMPX (10 years). PMYZX (1.23) is less costly to investors than VSMPX (0.02). PMYZX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). PMYZX has a lower initial minimum investment than VSMPX: PMYZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. PMYZX (12.43). VSMPX return over 5 years is better than : 93.61 vs. PMYZX (85.45).
PMYZXVSMPXPMYZX / VSMPX
Total Expense Ratio1.230.026,150%
Annual Report Gross Expense Ratio1.230.026,150%
Fund Existence15 years10 years-
Gain YTD7.2268.29887%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.68B1.91T0%
Annual Yield % from dividends0.231.2219%
Returns for 1 year12.4317.7670%
Returns for 3 years55.1160.6791%
Returns for 5 years85.4593.6191%
Returns for 10 years163.35192.0985%
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