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PMYZX vs VTSMX
PMYZX vs VTSMX Comparison
Open Charts PMYZX vs VTSMX
Putnam Core Equity Fund R
Price$46.53
Change+$0.10 (+0.22%)
VolumeN/A
Net Assets5.83B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
PMYZX vs VTSMX Comparison Chart in %
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PMYZX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PMYZX (5.83B). VTSMX pays higher dividends than PMYZX: VTSMX (1.07) vs PMYZX (0.22). PMYZX was incepted earlier than VTSMX: PMYZX (15 years) vs VTSMX (33 years). PMYZX (1.23) 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 : 20.39 vs. PMYZX (15.55). VTSMX return over 5 years is better than : 87.04 vs. PMYZX (78.05).
| PMYZX | VTSMX | PMYZX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 9.870 | 10.614 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 1.95T | 0% |
| Annual Yield % from dividends | 0.22 | 1.07 | 20% |
| Returns for 1 year | 15.55 | 20.39 | 76% |
| Returns for 3 years | 52.49 | 57.19 | 92% |
| Returns for 5 years | 78.05 | 87.04 | 90% |
| Returns for 10 years | 186.31 | 226.23 | 82% |
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