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PMYZX vs VTSMX
PMYZX vs VTSMX Comparison
Open Charts PMYZX vs VTSMX
Putnam Core Equity Fund R
Price$42.56
Change-$0.49 (-1.14%)
VolumeN/A
Net Assets5.43B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PMYZX vs VTSMX Comparison Chart
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PMYZX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PMYZX (5.43B). VTSMX pays higher dividends than PMYZX: VTSMX (1.18) vs PMYZX (0.24). 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: 17.00 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 : 10.06 vs. PMYZX (5.59). VTSMX return over 5 years is better than : 91.36 vs. PMYZX (83.13).
| 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 | 0.496 | 1.349 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.18 | 20% |
| Returns for 1 year | 5.59 | 10.06 | 56% |
| Returns for 3 years | 52.45 | 57.59 | 91% |
| Returns for 5 years | 83.13 | 91.36 | 91% |
| Returns for 10 years | 141.03 | 178.92 | 79% |
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