PEQSX vs. LBSAX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Columbia Dividend Income Fund Class A (LBSAX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or LBSAX.
Correlation
The correlation between PEQSX and LBSAX 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. LBSAX - Performance Comparison
Key characteristics
PEQSX:
0.12
LBSAX:
0.30
PEQSX:
0.29
LBSAX:
0.55
PEQSX:
1.04
LBSAX:
1.08
PEQSX:
0.11
LBSAX:
0.32
PEQSX:
0.33
LBSAX:
1.00
PEQSX:
6.70%
LBSAX:
5.01%
PEQSX:
16.50%
LBSAX:
14.98%
PEQSX:
-36.22%
LBSAX:
-48.43%
PEQSX:
-10.47%
LBSAX:
-7.88%
Returns By Period
In the year-to-date period, PEQSX achieves a 0.82% return, which is significantly higher than LBSAX's 0.73% return. Over the past 10 years, PEQSX has underperformed LBSAX with an annualized return of 6.85%, while LBSAX has yielded a comparatively higher 7.51% annualized return.
PEQSX
0.82%
10.99%
-8.83%
1.97%
11.40%
6.85%
LBSAX
0.73%
9.17%
-6.04%
4.49%
10.93%
7.51%
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PEQSX vs. LBSAX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Risk-Adjusted Performance
PEQSX vs. LBSAX — Risk-Adjusted Performance Rank
PEQSX
LBSAX
PEQSX vs. LBSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Columbia Dividend Income Fund Class A (LBSAX). 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. LBSAX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 1.53%, less than LBSAX's 1.56% 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.56% | 1.57% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% |
Drawdowns
PEQSX vs. LBSAX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.22%, smaller than the maximum LBSAX drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for PEQSX and LBSAX. For additional features, visit the drawdowns tool.
Volatility
PEQSX vs. LBSAX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 8.26% compared to Columbia Dividend Income Fund Class A (LBSAX) at 7.68%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.