PEIYX vs. VINIX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEIYX or VINIX.
Correlation
The correlation between PEIYX and VINIX 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
PEIYX vs. VINIX - Performance Comparison
Key characteristics
PEIYX:
0.15
VINIX:
0.51
PEIYX:
0.31
VINIX:
0.84
PEIYX:
1.05
VINIX:
1.12
PEIYX:
0.13
VINIX:
0.53
PEIYX:
0.36
VINIX:
2.03
PEIYX:
6.69%
VINIX:
4.89%
PEIYX:
16.53%
VINIX:
19.44%
PEIYX:
-50.72%
VINIX:
-55.19%
PEIYX:
-10.90%
VINIX:
-8.27%
Returns By Period
In the year-to-date period, PEIYX achieves a 0.34% return, which is significantly higher than VINIX's -4.02% return. Over the past 10 years, PEIYX has underperformed VINIX with an annualized return of 6.64%, while VINIX has yielded a comparatively higher 10.99% annualized return.
PEIYX
0.34%
8.88%
-9.15%
1.54%
11.21%
6.64%
VINIX
-4.02%
11.32%
-5.57%
8.64%
13.61%
10.99%
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PEIYX vs. VINIX - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
PEIYX vs. VINIX — Risk-Adjusted Performance Rank
PEIYX
VINIX
PEIYX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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. VINIX - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 7.12%, more than VINIX's 2.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 7.12% | 7.06% | 5.44% | 7.31% | 7.32% | 6.20% | 4.02% | 6.48% | 3.44% | 2.51% | 6.14% | 10.14% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.49% | 2.58% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% |
Drawdowns
PEIYX vs. VINIX - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -50.72%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PEIYX and VINIX. For additional features, visit the drawdowns tool.
Volatility
PEIYX vs. VINIX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund (PEIYX) is 8.54%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 11.42%. This indicates that PEIYX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.