PEQSX vs. MVCKX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and MFS Mid Cap Value Fund Class R6 (MVCKX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. MVCKX is an actively managed fund by MFS. It was launched on Feb 1, 2013.
Performance
PEQSX vs. MVCKX - Performance Comparison
Loading graphics...
PEQSX vs. MVCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | -1.25% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
MVCKX MFS Mid Cap Value Fund Class R6 | -1.12% | 6.47% | 6.80% | 12.92% | -8.62% | 30.93% | 4.40% | 31.11% | -11.35% | 13.83% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly lower than MVCKX's -1.12% return. Over the past 10 years, PEQSX has outperformed MVCKX with an annualized return of 13.22%, while MVCKX has yielded a comparatively lower 8.68% annualized return.
PEQSX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.76%
- 1Y
- 16.21%
- 3Y*
- 17.23%
- 5Y*
- 12.79%
- 10Y*
- 13.22%
MVCKX
- 1D
- -0.71%
- 1M
- -8.39%
- YTD
- -1.12%
- 6M
- 0.11%
- 1Y
- 8.03%
- 3Y*
- 8.06%
- 5Y*
- 6.01%
- 10Y*
- 8.68%
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. MVCKX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than MVCKX's 0.62% expense ratio.
Return for Risk
PEQSX vs. MVCKX — Risk / Return Rank
PEQSX
MVCKX
PEQSX vs. MVCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and MFS Mid Cap Value Fund Class R6 (MVCKX). 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 | MVCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.48 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.60 | 0.79 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.53 | +0.81 |
Martin ratioReturn relative to average drawdown | 6.04 | 2.13 | +3.92 |
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 | MVCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.48 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.34 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.45 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.44 | +0.36 |
Correlation
The correlation between PEQSX and MVCKX 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. MVCKX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, less than MVCKX's 8.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.41% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
MVCKX MFS Mid Cap Value Fund Class R6 | 8.36% | 8.27% | 3.87% | 3.00% | 5.44% | 5.88% | 1.12% | 2.32% | 6.65% | 3.68% | 0.06% | 4.87% |
Drawdowns
PEQSX vs. MVCKX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum MVCKX drawdown of -42.75%. Use the drawdown chart below to compare losses from any high point for PEQSX and MVCKX.
Loading graphics...
Drawdown Indicators
| PEQSX | MVCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -42.75% | +6.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -13.54% | +1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -25.96% | +10.78% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -42.75% | +6.71% |
Current DrawdownCurrent decline from peak | -7.18% | -9.36% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -5.30% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.40% | -0.78% |
Volatility
PEQSX vs. MVCKX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 3.62%, while MFS Mid Cap Value Fund Class R6 (MVCKX) has a volatility of 4.53%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than MVCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PEQSX | MVCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 4.53% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 9.94% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 18.57% | -3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 17.52% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 19.37% | -2.38% |