ACSTX vs. PEYAX
Compare and contrast key facts about Invesco Comstock Fund (ACSTX) and Putnam Large Cap Value Fund (PEYAX).
ACSTX is managed by Invesco. It was launched on Oct 7, 1968. PEYAX is managed by Putnam. It was launched on Jun 15, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSTX or PEYAX.
Correlation
The correlation between ACSTX and PEYAX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACSTX vs. PEYAX - Performance Comparison
Key characteristics
ACSTX:
0.03
PEYAX:
0.29
ACSTX:
0.13
PEYAX:
0.45
ACSTX:
1.02
PEYAX:
1.06
ACSTX:
0.03
PEYAX:
0.30
ACSTX:
0.08
PEYAX:
0.69
ACSTX:
5.72%
PEYAX:
5.12%
ACSTX:
13.98%
PEYAX:
12.36%
ACSTX:
-61.02%
PEYAX:
-50.96%
ACSTX:
-10.52%
PEYAX:
-8.69%
Returns By Period
The year-to-date returns for both investments are quite close, with ACSTX having a 2.76% return and PEYAX slightly higher at 2.86%. Over the past 10 years, ACSTX has underperformed PEYAX with an annualized return of 3.19%, while PEYAX has yielded a comparatively higher 6.81% annualized return.
ACSTX
2.76%
-2.13%
-4.47%
1.18%
14.60%
3.19%
PEYAX
2.86%
-1.12%
-4.32%
4.17%
14.96%
6.81%
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ACSTX vs. PEYAX - Expense Ratio Comparison
ACSTX has a 0.80% expense ratio, which is lower than PEYAX's 0.88% expense ratio.
Risk-Adjusted Performance
ACSTX vs. PEYAX — Risk-Adjusted Performance Rank
ACSTX
PEYAX
ACSTX vs. PEYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) and Putnam Large Cap Value Fund (PEYAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ACSTX vs. PEYAX - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 1.34%, more than PEYAX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 1.34% | 1.78% | 1.74% | 1.90% | 1.42% | 2.05% | 2.07% | 1.82% | 1.43% | 2.10% | 1.55% | 1.59% |
PEYAX Putnam Large Cap Value Fund | 1.16% | 1.14% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 1.46% | 9.72% |
Drawdowns
ACSTX vs. PEYAX - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -61.02%, which is greater than PEYAX's maximum drawdown of -50.96%. Use the drawdown chart below to compare losses from any high point for ACSTX and PEYAX. For additional features, visit the drawdowns tool.
Volatility
ACSTX vs. PEYAX - Volatility Comparison
Invesco Comstock Fund (ACSTX) has a higher volatility of 4.13% compared to Putnam Large Cap Value Fund (PEYAX) at 3.82%. This indicates that ACSTX's price experiences larger fluctuations and is considered to be riskier than PEYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.