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PMYZX vs VTSMX
PMYZX vs VTSMX Comparison
Open Charts PMYZX vs VTSMX
Putnam Core Equity Fund R
Price$48.18
Change-$0.81 (-1.65%)
VolumeN/A
Net Assets5.97B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
PMYZX vs VTSMX Comparison Chart in %
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PMYZX vs. VTSMX commentary
Nov 14, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PMYZX (5.97B). VTSMX pays higher dividends than PMYZX: VTSMX (1.02) vs PMYZX (0.21). PMYZX was incepted earlier than VTSMX: PMYZX (15 years) vs VTSMX (34 years). PMYZX (1.20) is less costly to investors than VTSMX (0.14). PMYZX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). PMYZX has a lower initial minimum investment than VTSMX: PMYZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. PMYZX (9.16). VTSMX return over 5 years is better than : 83.98 vs. PMYZX (76.23).
| PMYZX | VTSMX | PMYZX / VTSMX | |
| Total Expense Ratio | 1.20 | 0.14 | 857% |
| Annual Report Gross Expense Ratio | 1.20 | 0.14 | 857% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 15.679 | 15.972 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 2.05T | 0% |
| Annual Yield % from dividends | 0.21 | 1.02 | 20% |
| Returns for 1 year | 9.16 | 13.42 | 68% |
| Returns for 3 years | 61.07 | 68.22 | 90% |
| Returns for 5 years | 76.23 | 83.98 | 91% |
| Returns for 10 years | 202.88 | 235.40 | 86% |
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