ACSTX vs. PEYAX

In the year-to-date period, ACSTX achieves a -2.45% return, which is significantly lower than PEYAX's -2.00% return. Over the past 10 years, ACSTX has underperformed PEYAX with an annualized return of 2.37%, while PEYAX has yielded a comparatively higher 10.28% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ACSTX has a 0.80% expense ratio, which is lower than PEYAX's 0.88% expense ratio.

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.

The current ACSTX Sharpe Ratio is -0.19, which is lower than the PEYAX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of ACSTX and PEYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACSTX's dividend yield for the trailing twelve months is around 10.47%, more than PEYAX's 7.02% yield.

The maximum ACSTX drawdown since its inception was -61.03%, which is greater than PEYAX's maximum drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for ACSTX and PEYAX. For additional features, visit the drawdowns tool.

Invesco Comstock Fund (ACSTX) and Putnam Large Cap Value Fund (PEYAX) have volatilities of 12.09% and 11.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.