PEQSX vs. PEQUX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Focused International Equity Fund (PEQUX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PEQUX is managed by Putnam. It was launched on Jul 1, 1994.
Performance
PEQSX vs. PEQUX - Performance Comparison
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PEQSX vs. PEQUX - 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% |
PEQUX Putnam Focused International Equity Fund | -1.13% | 36.14% | 3.56% | 19.05% | -18.17% | 10.46% | 10.12% | 26.66% | -12.63% | 28.08% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than PEQUX's -1.13% return. Over the past 10 years, PEQSX has outperformed PEQUX with an annualized return of 13.46%, while PEQUX has yielded a comparatively lower 9.43% 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%
PEQUX
- 1D
- 3.33%
- 1M
- -7.57%
- YTD
- -1.13%
- 6M
- 3.38%
- 1Y
- 27.18%
- 3Y*
- 14.71%
- 5Y*
- 7.09%
- 10Y*
- 9.43%
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PEQSX vs. PEQUX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than PEQUX's 1.07% expense ratio.
Return for Risk
PEQSX vs. PEQUX — Risk / Return Rank
PEQSX
PEQUX
PEQSX vs. PEQUX - 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 Focused International Equity Fund (PEQUX). 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 | PEQUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.68 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.29 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.26 | -0.58 |
Martin ratioReturn relative to average drawdown | 7.48 | 10.40 | -2.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEQSX | PEQUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.68 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.45 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.56 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.14 | +0.67 |
Correlation
The correlation between PEQSX and PEQUX is 0.82, 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. PEQUX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than PEQUX's 7.04% 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% |
PEQUX Putnam Focused International Equity Fund | 7.04% | 6.96% | 3.75% | 1.01% | 2.79% | 34.47% | 0.53% | 0.05% | 0.00% | 0.35% | 1.59% | 0.56% |
Drawdowns
PEQSX vs. PEQUX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum PEQUX drawdown of -83.68%. Use the drawdown chart below to compare losses from any high point for PEQSX and PEQUX.
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Drawdown Indicators
| PEQSX | PEQUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -83.68% | +47.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -11.80% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -33.42% | +18.24% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -35.75% | -0.29% |
Current DrawdownCurrent decline from peak | -5.24% | -8.86% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -34.09% | +30.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.57% | +0.07% |
Volatility
PEQSX vs. PEQUX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 4.33%, while Putnam Focused International Equity Fund (PEQUX) has a volatility of 8.18%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than PEQUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PEQUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 8.18% | -3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 11.91% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 16.43% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 15.76% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 16.90% | +0.10% |