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.
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.
Performance
PEQSX vs. FXAIX - Performance Comparison
Key characteristics
PEQSX:
0.12
FXAIX:
0.55
PEQSX:
0.29
FXAIX:
0.90
PEQSX:
1.04
FXAIX:
1.13
PEQSX:
0.11
FXAIX:
0.57
PEQSX:
0.33
FXAIX:
2.24
PEQSX:
6.70%
FXAIX:
4.82%
PEQSX:
16.50%
FXAIX:
19.47%
PEQSX:
-36.22%
FXAIX:
-33.79%
PEQSX:
-10.47%
FXAIX:
-7.61%
Returns By Period
In the year-to-date period, PEQSX achieves a 0.82% return, which is significantly higher than FXAIX's -3.33% return. Over the past 10 years, PEQSX has underperformed FXAIX with an annualized return of 6.85%, while FXAIX has yielded a comparatively higher 12.22% annualized return.
PEQSX
0.82%
10.99%
-8.83%
1.97%
11.40%
6.85%
FXAIX
-3.33%
13.75%
-4.58%
10.62%
15.88%
12.22%
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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.
Dividends
PEQSX vs. FXAIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 1.53%, more than FXAIX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 1.53% | 1.48% | 1.76% | 2.24% | 1.48% | 1.83% | 1.68% | 2.27% | 1.87% | 1.81% | 1.92% | 10.36% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
PEQSX vs. FXAIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.22%, 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. For additional features, visit the drawdowns tool.
Volatility
PEQSX vs. FXAIX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 8.26%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 11.20%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.