Correlation
The correlation between PEQSX and TILVX is 0.89, 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.
PEQSX vs. TILVX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and TIAA-CREF Large-Cap Value Index Fund (TILVX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. TILVX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or TILVX.
Performance
PEQSX vs. TILVX - Performance Comparison
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Key characteristics
PEQSX:
0.61
TILVX:
0.62
PEQSX:
0.89
TILVX:
0.86
PEQSX:
1.13
TILVX:
1.12
PEQSX:
0.60
TILVX:
0.53
PEQSX:
2.24
TILVX:
1.75
PEQSX:
4.02%
TILVX:
4.97%
PEQSX:
15.96%
TILVX:
15.16%
PEQSX:
-36.04%
TILVX:
-61.42%
PEQSX:
-3.30%
TILVX:
-5.46%
Returns By Period
In the year-to-date period, PEQSX achieves a 3.36% return, which is significantly higher than TILVX's 2.46% return. Over the past 10 years, PEQSX has outperformed TILVX with an annualized return of 11.19%, while TILVX has yielded a comparatively lower 6.29% annualized return.
PEQSX
3.36%
3.98%
-3.30%
8.25%
12.22%
16.41%
11.19%
TILVX
2.46%
3.64%
-5.46%
7.77%
6.02%
11.21%
6.29%
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PEQSX vs. TILVX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than TILVX's 0.05% expense ratio.
Risk-Adjusted Performance
PEQSX vs. TILVX — Risk-Adjusted Performance Rank
PEQSX
TILVX
PEQSX vs. TILVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and TIAA-CREF Large-Cap Value Index Fund (TILVX). 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.
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Dividends
PEQSX vs. TILVX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 6.99%, more than TILVX's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 6.99% | 7.14% | 5.53% | 7.40% | 7.40% | 6.30% | 4.12% | 6.60% | 3.56% | 2.66% | 6.31% | 9.87% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 2.96% | 3.04% | 4.90% | 4.57% | 3.76% | 2.26% | 7.05% | 4.68% | 4.41% | 3.15% | 6.86% | 4.47% |
Drawdowns
PEQSX vs. TILVX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum TILVX drawdown of -61.42%. Use the drawdown chart below to compare losses from any high point for PEQSX and TILVX.
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Volatility
PEQSX vs. TILVX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.58% compared to TIAA-CREF Large-Cap Value Index Fund (TILVX) at 4.36%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than TILVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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