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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or PEIYX.
Correlation
The correlation between PEQSX and PEIYX is 0.90, 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.
Performance
PEQSX vs. PEIYX - Performance Comparison
Key characteristics
PEQSX:
0.12
PEIYX:
0.12
PEQSX:
0.29
PEIYX:
0.28
PEQSX:
1.04
PEIYX:
1.04
PEQSX:
0.11
PEIYX:
0.11
PEQSX:
0.33
PEIYX:
0.32
PEQSX:
6.70%
PEIYX:
6.72%
PEQSX:
16.50%
PEIYX:
16.53%
PEQSX:
-36.22%
PEIYX:
-50.72%
PEQSX:
-10.47%
PEIYX:
-10.51%
Returns By Period
In the year-to-date period, PEQSX achieves a 0.82% return, which is significantly higher than PEIYX's 0.77% return. Both investments have delivered pretty close results over the past 10 years, with PEQSX having a 6.85% annualized return and PEIYX not far behind at 6.73%.
PEQSX
0.82%
10.99%
-8.83%
1.97%
11.40%
6.85%
PEIYX
0.77%
11.00%
-8.87%
1.89%
11.29%
6.73%
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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.
Risk-Adjusted Performance
PEQSX vs. PEIYX — Risk-Adjusted Performance Rank
PEQSX
PEIYX
PEQSX vs. PEIYX - Risk-Adjusted Performance 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.
Dividends
PEQSX vs. PEIYX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 1.53%, more than PEIYX's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 1.53% | 1.48% | 1.76% | 2.24% | 1.48% | 1.83% | 1.68% | 2.27% | 1.87% | 1.81% | 1.92% | 10.36% |
PEIYX Putnam Large Cap Value Fund | 1.45% | 1.40% | 1.67% | 2.14% | 1.40% | 1.74% | 1.58% | 2.14% | 1.76% | 1.66% | 1.75% | 10.14% |
Drawdowns
PEQSX vs. PEIYX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.22%, smaller than the maximum PEIYX drawdown of -50.72%. Use the drawdown chart below to compare losses from any high point for PEQSX and PEIYX. For additional features, visit the drawdowns tool.
Volatility
PEQSX vs. PEIYX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Large Cap Value Fund (PEIYX) have volatilities of 8.26% and 8.31%, 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.