PEIYX vs. FXAIX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and Fidelity 500 Index Fund (FXAIX).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEIYX or FXAIX.
Correlation
The correlation between PEIYX and FXAIX is 0.90, 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
PEIYX vs. FXAIX - Performance Comparison
Key characteristics
PEIYX:
1.37
FXAIX:
1.87
PEIYX:
1.79
FXAIX:
2.52
PEIYX:
1.26
FXAIX:
1.34
PEIYX:
1.33
FXAIX:
2.83
PEIYX:
3.87
FXAIX:
11.72
PEIYX:
4.12%
FXAIX:
2.04%
PEIYX:
11.62%
FXAIX:
12.76%
PEIYX:
-50.72%
FXAIX:
-33.79%
PEIYX:
-6.23%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, PEIYX achieves a 5.60% return, which is significantly higher than FXAIX's 4.19% return. Over the past 10 years, PEIYX has underperformed FXAIX with an annualized return of 7.24%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
PEIYX
5.60%
1.25%
1.15%
15.51%
8.32%
7.24%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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PEIYX vs. FXAIX - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PEIYX vs. FXAIX — Risk-Adjusted Performance Rank
PEIYX
FXAIX
PEIYX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and Fidelity 500 Index Fund (FXAIX). 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
PEIYX vs. FXAIX - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 1.32%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 1.32% | 1.40% | 1.67% | 2.14% | 1.40% | 1.74% | 1.58% | 2.14% | 1.76% | 1.66% | 1.74% | 10.04% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
PEIYX vs. FXAIX - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -50.72%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PEIYX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PEIYX vs. FXAIX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund (PEIYX) is 2.30%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that PEIYX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.