PEQSX vs. PSECX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and 1789 Growth and Income Fund (PSECX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
PEQSX vs. PSECX - Performance Comparison
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PEQSX vs. PSECX - 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% |
PSECX 1789 Growth and Income Fund | -0.58% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than PSECX's -0.58% return. Over the past 10 years, PEQSX has outperformed PSECX with an annualized return of 13.46%, while PSECX has yielded a comparatively lower 7.01% 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%
PSECX
- 1D
- 1.46%
- 1M
- -5.95%
- YTD
- -0.58%
- 6M
- -1.96%
- 1Y
- 8.21%
- 3Y*
- 10.31%
- 5Y*
- 7.34%
- 10Y*
- 7.01%
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PEQSX vs. PSECX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
PEQSX vs. PSECX — Risk / Return Rank
PEQSX
PSECX
PEQSX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and 1789 Growth and Income Fund (PSECX). 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 | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.63 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.00 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.11 | +0.57 |
Martin ratioReturn relative to average drawdown | 7.48 | 4.41 | +3.07 |
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 | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.63 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.62 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.53 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.54 | +0.27 |
Correlation
The correlation between PEQSX and PSECX is 0.87, 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. PSECX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than PSECX's 0.85% 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% |
PSECX 1789 Growth and Income Fund | 0.85% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
PEQSX vs. PSECX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for PEQSX and PSECX.
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Drawdown Indicators
| PEQSX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -31.13% | -4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.36% | -3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -18.47% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -31.13% | -4.91% |
Current DrawdownCurrent decline from peak | -5.24% | -6.09% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -3.90% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.10% | +0.54% |
Volatility
PEQSX vs. PSECX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to 1789 Growth and Income Fund (PSECX) at 3.54%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.54% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 7.74% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 13.18% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 11.92% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 13.18% | +3.82% |