PEMYX vs. VEMAX
Compare and contrast key facts about Putnam Emerging Markets Equity Fund (PEMYX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX).
PEMYX is managed by Putnam. It was launched on Sep 28, 2008. VEMAX is managed by Vanguard. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEMYX or VEMAX.
Correlation
The correlation between PEMYX and VEMAX is 0.93, 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
PEMYX vs. VEMAX - Performance Comparison
Key characteristics
PEMYX:
0.08
VEMAX:
0.03
PEMYX:
0.22
VEMAX:
0.13
PEMYX:
1.03
VEMAX:
1.02
PEMYX:
0.04
VEMAX:
0.02
PEMYX:
0.34
VEMAX:
0.08
PEMYX:
3.87%
VEMAX:
4.75%
PEMYX:
16.25%
VEMAX:
14.89%
PEMYX:
-47.97%
VEMAX:
-66.45%
PEMYX:
-29.03%
VEMAX:
-16.84%
Returns By Period
In the year-to-date period, PEMYX achieves a -5.75% return, which is significantly higher than VEMAX's -7.07% return. Over the past 10 years, PEMYX has outperformed VEMAX with an annualized return of 3.23%, while VEMAX has yielded a comparatively lower 2.32% annualized return.
PEMYX
-5.75%
-10.17%
-10.89%
0.87%
5.34%
3.23%
VEMAX
-7.07%
-10.46%
-14.27%
0.18%
6.40%
2.32%
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PEMYX vs. VEMAX - Expense Ratio Comparison
PEMYX has a 1.08% expense ratio, which is higher than VEMAX's 0.14% expense ratio.
Risk-Adjusted Performance
PEMYX vs. VEMAX — Risk-Adjusted Performance Rank
PEMYX
VEMAX
PEMYX vs. VEMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Emerging Markets Equity Fund (PEMYX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX). 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
PEMYX vs. VEMAX - Dividend Comparison
PEMYX's dividend yield for the trailing twelve months is around 1.97%, less than VEMAX's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEMYX Putnam Emerging Markets Equity Fund | 1.97% | 1.85% | 0.99% | 0.00% | 0.00% | 0.25% | 1.40% | 0.18% | 0.24% | 1.18% | 1.50% | 1.04% |
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 3.38% | 3.12% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% |
Drawdowns
PEMYX vs. VEMAX - Drawdown Comparison
The maximum PEMYX drawdown since its inception was -47.97%, smaller than the maximum VEMAX drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for PEMYX and VEMAX. For additional features, visit the drawdowns tool.
Volatility
PEMYX vs. VEMAX - Volatility Comparison
Putnam Emerging Markets Equity Fund (PEMYX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) have volatilities of 6.84% and 6.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.