PEQSX vs. PEIYX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Large Cap Value Fund (PEIYX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PEIYX is managed by Putnam. It was launched on Jan 10, 1998.
Performance
PEQSX vs. PEIYX - Performance Comparison
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PEQSX vs. PEIYX - 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% |
PEIYX Putnam Large Cap Value Fund | 0.79% | 19.94% | 19.32% | 15.34% | -2.83% | 27.18% | 6.11% | 29.69% | -8.35% | 18.96% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PEQSX having a 0.81% return and PEIYX slightly lower at 0.79%. Both investments have delivered pretty close results over the past 10 years, with PEQSX having a 13.46% annualized return and PEIYX not far behind at 13.30%.
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%
PEIYX
- 1D
- 2.06%
- 1M
- -4.24%
- YTD
- 0.79%
- 6M
- 6.48%
- 1Y
- 18.65%
- 3Y*
- 17.79%
- 5Y*
- 12.86%
- 10Y*
- 13.30%
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PEQSX vs. PEIYX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than PEIYX's 0.65% expense ratio.
Return for Risk
PEQSX vs. PEIYX — Risk / Return Rank
PEQSX
PEIYX
PEQSX vs. PEIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Large Cap Value Fund (PEIYX). 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 | PEIYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.20 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.70 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.67 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.48 | 7.44 | +0.03 |
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 | PEIYX | 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 | 0.89 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.52 | +0.30 |
Correlation
The correlation between PEQSX and PEIYX is 1.00, 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. PEIYX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than PEIYX's 5.24% 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% |
PEIYX Putnam Large Cap Value Fund | 5.24% | 5.29% | 7.06% | 5.17% | 7.31% | 7.32% | 6.20% | 3.59% | 5.96% | 3.44% | 2.51% | 6.14% |
Drawdowns
PEQSX vs. PEIYX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum PEIYX drawdown of -51.28%. Use the drawdown chart below to compare losses from any high point for PEQSX and PEIYX.
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Drawdown Indicators
| PEQSX | PEIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -51.28% | +15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -11.77% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -15.36% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -36.05% | +0.01% |
Current DrawdownCurrent decline from peak | -5.24% | -5.27% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.36% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.64% | 0.00% |
Volatility
PEQSX vs. PEIYX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Large Cap Value Fund (PEIYX) have volatilities of 4.33% and 4.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PEIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.29% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 8.21% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 15.49% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 14.54% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 17.00% | 0.00% |