PEQSX vs. POGAX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Growth Opportunities Fund (POGAX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
PEQSX vs. POGAX - Performance Comparison
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PEQSX vs. POGAX - 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% |
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly higher than POGAX's -12.94% return. Over the past 10 years, PEQSX has underperformed POGAX with an annualized return of 13.22%, while POGAX has yielded a comparatively higher 16.09% 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%
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
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PEQSX vs. POGAX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than POGAX's 0.99% expense ratio.
Return for Risk
PEQSX vs. POGAX — Risk / Return Rank
PEQSX
POGAX
PEQSX vs. POGAX - 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 Growth Opportunities Fund (POGAX). 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 | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.52 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.60 | 0.91 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.52 | +0.82 |
Martin ratioReturn relative to average drawdown | 6.04 | 1.82 | +4.22 |
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 | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.52 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.48 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.76 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.41 | +0.39 |
Correlation
The correlation between PEQSX and POGAX is 0.74, 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. POGAX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, less than POGAX's 6.53% 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% |
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
PEQSX vs. POGAX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PEQSX and POGAX.
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Drawdown Indicators
| PEQSX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -76.55% | +40.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -16.42% | +4.66% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -34.15% | +18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -34.15% | -1.89% |
Current DrawdownCurrent decline from peak | -7.18% | -16.42% | +9.24% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -29.19% | +25.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 4.73% | -2.11% |
Volatility
PEQSX vs. POGAX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 3.62%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 5.57%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 5.57% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 12.20% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 22.15% | -6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 21.62% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 21.12% | -4.13% |