Correlation
The correlation between PEQSX and HHDVX is 0.86, 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. HHDVX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Hamlin High Dividend Equity Fund (HHDVX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or HHDVX.
Performance
PEQSX vs. HHDVX - Performance Comparison
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Key characteristics
PEQSX:
0.61
HHDVX:
0.92
PEQSX:
0.89
HHDVX:
1.29
PEQSX:
1.13
HHDVX:
1.18
PEQSX:
0.60
HHDVX:
0.97
PEQSX:
2.24
HHDVX:
3.96
PEQSX:
4.02%
HHDVX:
3.50%
PEQSX:
15.96%
HHDVX:
16.15%
PEQSX:
-36.04%
HHDVX:
-36.13%
PEQSX:
-3.30%
HHDVX:
-2.80%
Returns By Period
In the year-to-date period, PEQSX achieves a 3.36% return, which is significantly higher than HHDVX's 1.96% return. Over the past 10 years, PEQSX has outperformed HHDVX with an annualized return of 11.19%, while HHDVX has yielded a comparatively lower 9.29% annualized return.
PEQSX
3.36%
3.98%
-3.30%
8.25%
12.22%
16.41%
11.19%
HHDVX
1.96%
4.57%
-1.59%
13.61%
11.66%
16.03%
9.29%
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PEQSX vs. HHDVX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than HHDVX's 1.15% expense ratio.
Risk-Adjusted Performance
PEQSX vs. HHDVX — Risk-Adjusted Performance Rank
PEQSX
HHDVX
PEQSX vs. HHDVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Hamlin High Dividend Equity Fund (HHDVX). 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. HHDVX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 6.99%, more than HHDVX's 5.47% 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% |
HHDVX Hamlin High Dividend Equity Fund | 5.47% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 2.50% | 2.36% | 2.57% | 6.54% |
Drawdowns
PEQSX vs. HHDVX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, roughly equal to the maximum HHDVX drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for PEQSX and HHDVX.
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Volatility
PEQSX vs. HHDVX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.58% compared to Hamlin High Dividend Equity Fund (HHDVX) at 4.34%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than HHDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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