NEFOX vs. PEYAX
Compare and contrast key facts about Natixis Funds Trust II Oakmark Fund (NEFOX) and Putnam Large Cap Value Fund (PEYAX).
NEFOX is managed by Natixis Funds. It was launched on May 6, 1931. 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: NEFOX or PEYAX.
Correlation
The correlation between NEFOX and PEYAX is 0.91, 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
NEFOX vs. PEYAX - Performance Comparison
Key characteristics
NEFOX:
0.84
PEYAX:
1.26
NEFOX:
1.18
PEYAX:
1.65
NEFOX:
1.16
PEYAX:
1.24
NEFOX:
0.96
PEYAX:
1.23
NEFOX:
3.10
PEYAX:
3.78
NEFOX:
3.92%
PEYAX:
3.91%
NEFOX:
14.42%
PEYAX:
11.73%
NEFOX:
-66.03%
PEYAX:
-49.46%
NEFOX:
-6.88%
PEYAX:
-7.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with NEFOX having a 4.20% return and PEYAX slightly lower at 4.09%. Over the past 10 years, NEFOX has underperformed PEYAX with an annualized return of 4.87%, while PEYAX has yielded a comparatively higher 7.20% annualized return.
NEFOX
4.20%
3.67%
8.00%
13.43%
6.77%
4.87%
PEYAX
4.09%
3.49%
4.09%
15.79%
7.63%
7.20%
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NEFOX vs. PEYAX - Expense Ratio Comparison
NEFOX has a 1.05% expense ratio, which is higher than PEYAX's 0.88% expense ratio.
Risk-Adjusted Performance
NEFOX vs. PEYAX — Risk-Adjusted Performance Rank
NEFOX
PEYAX
NEFOX vs. PEYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust II Oakmark Fund (NEFOX) 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
NEFOX vs. PEYAX - Dividend Comparison
NEFOX's dividend yield for the trailing twelve months is around 0.86%, less than PEYAX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFOX Natixis Funds Trust II Oakmark Fund | 0.86% | 0.90% | 0.58% | 0.94% | 0.17% | 0.52% | 0.95% | 0.43% | 0.38% | 0.74% | 0.68% | 0.34% |
PEYAX Putnam Large Cap Value Fund | 1.09% | 1.14% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 2.57% | 10.86% |
Drawdowns
NEFOX vs. PEYAX - Drawdown Comparison
The maximum NEFOX drawdown since its inception was -66.03%, which is greater than PEYAX's maximum drawdown of -49.46%. Use the drawdown chart below to compare losses from any high point for NEFOX and PEYAX. For additional features, visit the drawdowns tool.
Volatility
NEFOX vs. PEYAX - Volatility Comparison
Natixis Funds Trust II Oakmark Fund (NEFOX) has a higher volatility of 3.63% compared to Putnam Large Cap Value Fund (PEYAX) at 3.18%. This indicates that NEFOX'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.