PEQSX vs. LEXCX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Voya Corporate Leaders Trust Fund (LEXCX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
PEQSX vs. LEXCX - Performance Comparison
Loading graphics...
PEQSX vs. LEXCX - 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% |
LEXCX Voya Corporate Leaders Trust Fund | 15.63% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than LEXCX's 15.63% return. Over the past 10 years, PEQSX has outperformed LEXCX with an annualized return of 13.46%, while LEXCX has yielded a comparatively lower 11.90% 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%
LEXCX
- 1D
- 0.32%
- 1M
- -0.30%
- YTD
- 15.63%
- 6M
- 12.84%
- 1Y
- 14.00%
- 3Y*
- 13.10%
- 5Y*
- 11.78%
- 10Y*
- 11.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PEQSX vs. LEXCX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
PEQSX vs. LEXCX — Risk / Return Rank
PEQSX
LEXCX
PEQSX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Voya Corporate Leaders Trust Fund (LEXCX). 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 | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.92 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.40 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.10 | +0.57 |
Martin ratioReturn relative to average drawdown | 7.48 | 3.77 | +3.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PEQSX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.92 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.74 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.64 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.53 | +0.28 |
Correlation
The correlation between PEQSX and LEXCX is 0.84, 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. LEXCX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than LEXCX's 1.43% 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% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
PEQSX vs. LEXCX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for PEQSX and LEXCX.
Loading graphics...
Drawdown Indicators
| PEQSX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -50.42% | +14.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -12.78% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -19.75% | +4.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -39.21% | +3.17% |
Current DrawdownCurrent decline from peak | -5.24% | -0.55% | -4.69% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -7.14% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.75% | -1.11% |
Volatility
PEQSX vs. LEXCX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.32%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PEQSX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.32% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 9.42% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 17.71% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 16.39% | -1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 18.90% | -1.90% |