PEIYX vs. SEEGX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and JPMorgan Large Cap Growth Fund (SEEGX).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEIYX or SEEGX.
Correlation
The correlation between PEIYX and SEEGX is 0.77, 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. SEEGX - Performance Comparison
Key characteristics
PEIYX:
1.22
SEEGX:
1.21
PEIYX:
1.59
SEEGX:
1.66
PEIYX:
1.23
SEEGX:
1.23
PEIYX:
1.20
SEEGX:
1.73
PEIYX:
3.44
SEEGX:
6.33
PEIYX:
4.15%
SEEGX:
3.60%
PEIYX:
11.73%
SEEGX:
18.89%
PEIYX:
-50.72%
SEEGX:
-64.32%
PEIYX:
-7.72%
SEEGX:
-3.46%
Returns By Period
In the year-to-date period, PEIYX achieves a 3.92% return, which is significantly higher than SEEGX's 1.59% return. Over the past 10 years, PEIYX has underperformed SEEGX with an annualized return of 7.04%, while SEEGX has yielded a comparatively higher 8.31% annualized return.
PEIYX
3.92%
-0.06%
-1.69%
12.78%
7.96%
7.04%
SEEGX
1.59%
-2.94%
7.80%
19.28%
12.72%
8.31%
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PEIYX vs. SEEGX - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is lower than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
PEIYX vs. SEEGX — Risk-Adjusted Performance Rank
PEIYX
SEEGX
PEIYX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and JPMorgan Large Cap Growth Fund (SEEGX). 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. SEEGX - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 1.34%, while SEEGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 1.34% | 1.40% | 1.67% | 2.14% | 1.40% | 1.74% | 1.58% | 2.14% | 1.76% | 1.66% | 1.74% | 10.04% |
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEIYX vs. SEEGX - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -50.72%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for PEIYX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
PEIYX vs. SEEGX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund (PEIYX) is 2.82%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 4.77%. This indicates that PEIYX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.