PEQSX vs. HFCVX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Hennessy Cornerstone Value Fund (HFCVX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. HFCVX is managed by Hennessy. It was launched on Nov 1, 1996.
Performance
PEQSX vs. HFCVX - Performance Comparison
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PEQSX vs. HFCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 0.81% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
HFCVX Hennessy Cornerstone Value Fund | 9.21% | 18.27% | 9.59% | 5.81% | 6.12% | 29.94% | -6.39% | 20.84% | -9.50% | 19.21% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than HFCVX's 9.21% return. Over the past 10 years, PEQSX has outperformed HFCVX with an annualized return of 13.46%, while HFCVX has yielded a comparatively lower 10.85% annualized return.
PEQSX
- 1D
- 2.09%
- 1M
- -4.21%
- YTD
- 0.81%
- 6M
- 6.51%
- 1Y
- 18.74%
- 3Y*
- 18.04%
- 5Y*
- 13.05%
- 10Y*
- 13.46%
HFCVX
- 1D
- 0.83%
- 1M
- -1.38%
- YTD
- 9.21%
- 6M
- 12.87%
- 1Y
- 18.71%
- 3Y*
- 14.74%
- 5Y*
- 12.33%
- 10Y*
- 10.85%
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PEQSX vs. HFCVX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than HFCVX's 1.23% expense ratio.
Return for Risk
PEQSX vs. HFCVX — Risk / Return Rank
PEQSX
HFCVX
PEQSX vs. HFCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Hennessy Cornerstone Value Fund (HFCVX). 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.
| PEQSX | HFCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.44 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.95 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.72 | -0.04 |
Martin ratioReturn relative to average drawdown | 7.48 | 7.47 | 0.00 |
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
| PEQSX | HFCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.44 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.93 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.66 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.40 | +0.41 |
Correlation
The correlation between PEQSX and HFCVX 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.
Dividends
PEQSX vs. HFCVX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than HFCVX's 6.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.30% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
HFCVX Hennessy Cornerstone Value Fund | 6.77% | 7.39% | 4.56% | 3.57% | 10.33% | 4.81% | 2.58% | 6.58% | 17.16% | 14.97% | 2.26% | 2.57% |
Drawdowns
PEQSX vs. HFCVX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum HFCVX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for PEQSX and HFCVX.
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Drawdown Indicators
| PEQSX | HFCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -65.75% | +29.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -11.00% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -16.81% | +1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -39.39% | +3.35% |
Current DrawdownCurrent decline from peak | -5.24% | -1.46% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -8.28% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.61% | +0.03% |
Volatility
PEQSX vs. HFCVX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Hennessy Cornerstone Value Fund (HFCVX) at 3.06%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than HFCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | HFCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.06% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.83% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 12.75% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 13.28% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 16.48% | +0.52% |