PEIYX vs. ACIIX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and American Century Equity Income Fund Class I (ACIIX).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PEIYX vs. ACIIX - Performance Comparison
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PEIYX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 0.79% | 19.94% | 19.32% | 15.34% | -2.83% | 27.18% | 6.11% | 29.69% | -8.35% | 18.96% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, PEIYX achieves a 0.79% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, PEIYX has outperformed ACIIX with an annualized return of 13.30%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
PEIYX
- 1D
- 2.06%
- 1M
- -4.24%
- YTD
- 0.79%
- 6M
- 6.48%
- 1Y
- 18.65%
- 3Y*
- 17.79%
- 5Y*
- 12.86%
- 10Y*
- 13.30%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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PEIYX vs. ACIIX - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
PEIYX vs. ACIIX — Risk / Return Rank
PEIYX
ACIIX
PEIYX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and American Century Equity Income Fund Class I (ACIIX). 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.
| PEIYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.95 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.37 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.29 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.44 | 5.04 | +2.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEIYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.95 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.71 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.53 | -0.01 |
Correlation
The correlation between PEIYX and ACIIX is 0.92, 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.
Dividends
PEIYX vs. ACIIX - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 5.24%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 5.24% | 5.29% | 7.06% | 5.17% | 7.31% | 7.32% | 6.20% | 3.59% | 5.96% | 3.44% | 2.51% | 6.14% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
PEIYX vs. ACIIX - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -51.28%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PEIYX and ACIIX.
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Drawdown Indicators
| PEIYX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.28% | -39.16% | -12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -8.96% | -2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.36% | -13.49% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -36.05% | -32.76% | -3.29% |
Current DrawdownCurrent decline from peak | -5.27% | -4.86% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -5.26% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.32% | +0.32% |
Volatility
PEIYX vs. ACIIX - Volatility Comparison
Putnam Large Cap Value Fund (PEIYX) has a higher volatility of 4.29% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that PEIYX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEIYX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 3.01% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 6.12% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 11.62% | +3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 10.74% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 13.37% | +3.63% |