CMNWX vs. PMYYX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and Putnam Multi-Cap Core Fund (PMYYX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. PMYYX is managed by Putnam. It was launched on Sep 24, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMNWX or PMYYX.
Performance
CMNWX vs. PMYYX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with CMNWX having a 28.61% return and PMYYX slightly lower at 28.57%. Over the past 10 years, CMNWX has underperformed PMYYX with an annualized return of 4.50%, while PMYYX has yielded a comparatively higher 11.10% annualized return.
CMNWX
28.61%
3.94%
13.30%
35.03%
11.44%
4.50%
PMYYX
28.57%
3.27%
13.73%
32.39%
12.84%
11.10%
Key characteristics
| CMNWX | PMYYX | |
|---|---|---|
| Sharpe Ratio | 2.82 | 2.63 |
| Sortino Ratio | 3.79 | 3.49 |
| Omega Ratio | 1.52 | 1.49 |
| Calmar Ratio | 4.05 | 3.05 |
| Martin Ratio | 18.51 | 17.21 |
| Ulcer Index | 1.89% | 1.88% |
| Daily Std Dev | 12.41% | 12.30% |
| Max Drawdown | -57.43% | -35.25% |
| Current Drawdown | -0.34% | -0.80% |
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CMNWX vs. PMYYX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is higher than PMYYX's 0.71% expense ratio.
Correlation
The correlation between CMNWX and PMYYX is 0.94, 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.
Risk-Adjusted Performance
CMNWX vs. PMYYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) and Putnam Multi-Cap Core Fund (PMYYX). 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
CMNWX vs. PMYYX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 0.55%, less than PMYYX's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 0.55% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 0.92% | 0.76% |
PMYYX Putnam Multi-Cap Core Fund | 0.74% | 0.95% | 0.32% | 0.99% | 1.07% | 1.74% | 0.00% | 1.44% | 1.21% | 2.29% | 2.15% | 10.12% |
Drawdowns
CMNWX vs. PMYYX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -57.43%, which is greater than PMYYX's maximum drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for CMNWX and PMYYX. For additional features, visit the drawdowns tool.
Volatility
CMNWX vs. PMYYX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) and Putnam Multi-Cap Core Fund (PMYYX) have volatilities of 4.22% and 4.20%, 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.