PEQSX vs. SVAIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
PEQSX vs. SVAIX - Performance Comparison
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PEQSX vs. SVAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 1.07% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 8.91% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Returns By Period
In the year-to-date period, PEQSX achieves a 1.07% return, which is significantly lower than SVAIX's 8.91% return. Over the past 10 years, PEQSX has outperformed SVAIX with an annualized return of 13.48%, while SVAIX has yielded a comparatively lower 8.43% annualized return.
PEQSX
- 1D
- 0.25%
- 1M
- -3.03%
- YTD
- 1.07%
- 6M
- 7.00%
- 1Y
- 18.30%
- 3Y*
- 18.14%
- 5Y*
- 13.11%
- 10Y*
- 13.48%
SVAIX
- 1D
- -0.29%
- 1M
- -2.02%
- YTD
- 8.91%
- 6M
- 11.32%
- 1Y
- 17.23%
- 3Y*
- 13.72%
- 5Y*
- 11.56%
- 10Y*
- 8.43%
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PEQSX vs. SVAIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than SVAIX's 0.81% expense ratio.
Return for Risk
PEQSX vs. SVAIX — Risk / Return Rank
PEQSX
SVAIX
PEQSX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.39 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.07 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.74 | -0.13 |
Martin ratioReturn relative to average drawdown | 7.13 | 8.23 | -1.10 |
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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.39 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.89 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.56 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.52 | +0.29 |
Correlation
The correlation between PEQSX and SVAIX is 0.75, 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. SVAIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.28%, less than SVAIX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.28% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.94% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
PEQSX vs. SVAIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum SVAIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for PEQSX and SVAIX.
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Drawdown Indicators
| PEQSX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -50.62% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -9.92% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -16.13% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -36.53% | +0.49% |
Current DrawdownCurrent decline from peak | -5.00% | -3.12% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -7.75% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.68% | -0.02% |
Volatility
PEQSX vs. SVAIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.27% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.88%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 2.88% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.93% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 15.72% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 13.57% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 15.42% | +1.57% |