PEQSX vs. RIDAX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and The Income Fund of America Class R-1 (RIDAX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
PEQSX vs. RIDAX - Performance Comparison
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PEQSX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly lower than RIDAX's 1.29% return. Over the past 10 years, PEQSX has outperformed RIDAX with an annualized return of 13.22%, while RIDAX has yielded a comparatively lower 7.35% 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%
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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PEQSX vs. RIDAX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
PEQSX vs. RIDAX — Risk / Return Rank
PEQSX
RIDAX
PEQSX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.46 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.01 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.58 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.04 | 7.44 | -1.40 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.46 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.75 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.69 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.67 | +0.14 |
Correlation
The correlation between PEQSX and RIDAX is 0.92, 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. RIDAX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, less than RIDAX's 9.14% 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% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
PEQSX vs. RIDAX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum RIDAX drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for PEQSX and RIDAX.
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Drawdown Indicators
| PEQSX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -42.37% | +6.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.25% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -16.28% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -26.22% | -9.82% |
Current DrawdownCurrent decline from peak | -7.18% | -5.77% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -4.42% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 1.76% | +0.86% |
Volatility
PEQSX vs. RIDAX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 3.62% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 2.91% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 5.47% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 9.48% | +5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 9.46% | +5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 10.67% | +6.32% |