Correlation
The correlation between PEQSX 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.
PEQSX vs. FXAIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Fidelity 500 Index Fund (FXAIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or FXAIX.
Performance
PEQSX vs. FXAIX - Performance Comparison
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Key characteristics
PEQSX:
0.61
FXAIX:
0.75
PEQSX:
0.89
FXAIX:
1.07
PEQSX:
1.13
FXAIX:
1.15
PEQSX:
0.60
FXAIX:
0.72
PEQSX:
2.24
FXAIX:
2.73
PEQSX:
4.02%
FXAIX:
4.85%
PEQSX:
15.96%
FXAIX:
19.78%
PEQSX:
-36.04%
FXAIX:
-33.79%
PEQSX:
-3.30%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, PEQSX achieves a 3.36% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, PEQSX has underperformed FXAIX with an annualized return of 11.19%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
PEQSX
3.36%
3.98%
-3.30%
8.25%
12.22%
16.41%
11.19%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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PEQSX vs. FXAIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PEQSX vs. FXAIX — Risk-Adjusted Performance Rank
PEQSX
FXAIX
PEQSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) 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.
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Dividends
PEQSX vs. FXAIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 6.99%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 6.99% | 7.14% | 5.53% | 7.40% | 7.40% | 6.30% | 4.12% | 6.60% | 3.56% | 2.66% | 6.31% | 9.87% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
PEQSX vs. FXAIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PEQSX and FXAIX.
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Volatility
PEQSX vs. FXAIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.58% and 4.77%, 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.
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