PEQSX vs. NEIMX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Neiman Large Cap Value Fund (NEIMX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003.
Performance
PEQSX vs. NEIMX - Performance Comparison
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PEQSX vs. NEIMX - 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% |
NEIMX Neiman Large Cap Value Fund | 5.61% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than NEIMX's 5.61% return. Over the past 10 years, PEQSX has outperformed NEIMX with an annualized return of 13.46%, while NEIMX has yielded a comparatively lower 9.24% 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%
NEIMX
- 1D
- 1.99%
- 1M
- -3.83%
- YTD
- 5.61%
- 6M
- 8.69%
- 1Y
- 25.83%
- 3Y*
- 14.76%
- 5Y*
- 10.37%
- 10Y*
- 9.24%
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PEQSX vs. NEIMX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than NEIMX's 1.46% expense ratio.
Return for Risk
PEQSX vs. NEIMX — Risk / Return Rank
PEQSX
NEIMX
PEQSX vs. NEIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Neiman Large Cap Value Fund (NEIMX). 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 | NEIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.65 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.32 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.49 | -0.82 |
Martin ratioReturn relative to average drawdown | 7.48 | 12.55 | -5.07 |
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 | NEIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.65 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.02 | +0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.02 | +0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.03 | +0.79 |
Correlation
The correlation between PEQSX and NEIMX is 0.91, 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. NEIMX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than NEIMX's 0.72% 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% |
NEIMX Neiman Large Cap Value Fund | 0.72% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
Drawdowns
PEQSX vs. NEIMX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum NEIMX drawdown of -92.94%. Use the drawdown chart below to compare losses from any high point for PEQSX and NEIMX.
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Drawdown Indicators
| PEQSX | NEIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -92.94% | +56.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.78% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -92.94% | +77.76% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -92.94% | +56.90% |
Current DrawdownCurrent decline from peak | -5.24% | -90.08% | +84.84% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -9.92% | +6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.14% | +0.50% |
Volatility
PEQSX vs. NEIMX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Neiman Large Cap Value Fund (NEIMX) at 4.05%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than NEIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | NEIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.05% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 8.52% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 15.65% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 576.30% | -561.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 407.62% | -390.62% |