HHDVX vs. PEQSX
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and Putnam Large Cap Value Fund Class R6 (PEQSX).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or PEQSX.
Correlation
The correlation between HHDVX and PEQSX is 0.86, 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
HHDVX vs. PEQSX - Performance Comparison
Key characteristics
HHDVX:
0.62
PEQSX:
0.06
HHDVX:
1.06
PEQSX:
0.28
HHDVX:
1.14
PEQSX:
1.04
HHDVX:
0.77
PEQSX:
0.11
HHDVX:
3.14
PEQSX:
0.31
HHDVX:
3.48%
PEQSX:
6.74%
HHDVX:
15.89%
PEQSX:
16.50%
HHDVX:
-36.13%
PEQSX:
-36.22%
HHDVX:
-5.46%
PEQSX:
-10.47%
Returns By Period
In the year-to-date period, HHDVX achieves a -0.83% return, which is significantly lower than PEQSX's 0.82% return. Over the past 10 years, HHDVX has outperformed PEQSX with an annualized return of 9.00%, while PEQSX has yielded a comparatively lower 6.89% annualized return.
HHDVX
-0.83%
3.39%
-3.23%
9.74%
16.33%
9.00%
PEQSX
0.82%
3.99%
-9.28%
1.03%
11.39%
6.89%
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HHDVX vs. PEQSX - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than PEQSX's 0.54% expense ratio.
Risk-Adjusted Performance
HHDVX vs. PEQSX — Risk-Adjusted Performance Rank
HHDVX
PEQSX
HHDVX vs. PEQSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and Putnam Large Cap Value Fund Class R6 (PEQSX). 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
HHDVX vs. PEQSX - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.62%, more than PEQSX's 1.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.62% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% | 6.17% |
PEQSX Putnam Large Cap Value Fund Class R6 | 1.53% | 1.48% | 1.76% | 2.24% | 1.48% | 1.83% | 1.68% | 2.27% | 1.87% | 1.81% | 1.92% | 10.36% |
Drawdowns
HHDVX vs. PEQSX - Drawdown Comparison
The maximum HHDVX drawdown since its inception was -36.13%, roughly equal to the maximum PEQSX drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for HHDVX and PEQSX. For additional features, visit the drawdowns tool.
Volatility
HHDVX vs. PEQSX - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) and Putnam Large Cap Value Fund Class R6 (PEQSX) have volatilities of 5.25% and 5.33%, 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.