PEIYX vs. SVAIX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
PEIYX vs. SVAIX - Performance Comparison
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PEIYX vs. SVAIX - 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% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 9.22% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Returns By Period
In the year-to-date period, PEIYX achieves a 0.79% return, which is significantly lower than SVAIX's 9.22% return. Over the past 10 years, PEIYX has outperformed SVAIX with an annualized return of 13.30%, while SVAIX has yielded a comparatively lower 8.47% 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%
SVAIX
- 1D
- 0.87%
- 1M
- -2.83%
- YTD
- 9.22%
- 6M
- 10.97%
- 1Y
- 17.94%
- 3Y*
- 13.83%
- 5Y*
- 11.63%
- 10Y*
- 8.47%
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PEIYX vs. SVAIX - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is lower than SVAIX's 0.81% expense ratio.
Return for Risk
PEIYX vs. SVAIX — Risk / Return Rank
PEIYX
SVAIX
PEIYX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.36 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.02 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.83 | -0.17 |
Martin ratioReturn relative to average drawdown | 7.44 | 8.69 | -1.24 |
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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.36 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.90 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.56 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.52 | 0.00 |
Correlation
The correlation between PEIYX and SVAIX is 0.80, 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. SVAIX - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 5.24%, less than SVAIX's 5.93% 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% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.93% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
PEIYX vs. SVAIX - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -51.28%, roughly equal to the maximum SVAIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for PEIYX and SVAIX.
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Drawdown Indicators
| PEIYX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.28% | -50.62% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -11.78% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.36% | -16.13% | +0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.05% | -36.53% | +0.48% |
Current DrawdownCurrent decline from peak | -5.27% | -2.83% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -7.75% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.67% | -0.03% |
Volatility
PEIYX vs. SVAIX - Volatility Comparison
Putnam Large Cap Value Fund (PEIYX) has a higher volatility of 4.29% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.88%. This indicates that PEIYX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEIYX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 2.88% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 6.99% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 15.76% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 13.57% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 15.42% | +1.58% |