LMVTX vs. PEYAX

In the year-to-date period, LMVTX achieves a -2.45% return, which is significantly lower than PEYAX's 2.43% return. Over the past 10 years, LMVTX has underperformed PEYAX with an annualized return of 2.82%, while PEYAX has yielded a comparatively higher 10.77% annualized return.

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LMVTX has a 1.74% expense ratio, which is higher than PEYAX's 0.88% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Value Trust (LMVTX) 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 LMVTX Sharpe Ratio is -0.38, which is lower than the PEYAX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of LMVTX 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.

LMVTX's dividend yield for the trailing twelve months is around 0.05%, less than PEYAX's 1.16% yield.

The maximum LMVTX drawdown since its inception was -72.54%, which is greater than PEYAX's maximum drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for LMVTX and PEYAX. For additional features, visit the drawdowns tool.

ClearBridge Value Trust (LMVTX) and Putnam Large Cap Value Fund (PEYAX) have volatilities of 4.85% and 4.93%, 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.