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. It was launched on Nov 25, 2002.
Performance
PEQSX vs. LBSAX - Performance Comparison
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PEQSX vs. LBSAX - 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% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, PEQSX has outperformed LBSAX with an annualized return of 13.46%, while LBSAX has yielded a comparatively lower 11.87% 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%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
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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.
Return for Risk
PEQSX vs. LBSAX — Risk / Return Rank
PEQSX
LBSAX
PEQSX vs. LBSAX - Risk-Adjusted Trends 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.
| PEQSX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.20 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.71 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.74 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.48 | 8.03 | -0.56 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.20 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.79 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.62 | +0.19 |
Correlation
The correlation between PEQSX and LBSAX is 0.94, 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. LBSAX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than LBSAX's 4.99% 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% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
PEQSX vs. LBSAX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for PEQSX and LBSAX.
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Drawdown Indicators
| PEQSX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -47.89% | +11.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.19% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -17.16% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -32.82% | -3.22% |
Current DrawdownCurrent decline from peak | -5.24% | -3.98% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -5.29% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.20% | +0.44% |
Volatility
PEQSX vs. LBSAX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. 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.
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Volatility by Period
| PEQSX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.47% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 7.01% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 13.68% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 13.30% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 15.69% | +1.31% |