PEQSX vs. TWEIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and American Century Equity Income Fund (TWEIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
PEQSX vs. TWEIX - Performance Comparison
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PEQSX vs. TWEIX - 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% |
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than TWEIX's 3.53% return. Over the past 10 years, PEQSX has outperformed TWEIX with an annualized return of 13.46%, while TWEIX has yielded a comparatively lower 8.76% 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%
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
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PEQSX vs. TWEIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Return for Risk
PEQSX vs. TWEIX — Risk / Return Rank
PEQSX
TWEIX
PEQSX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and American Century Equity Income Fund (TWEIX). 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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.92 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.35 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.27 | +0.41 |
Martin ratioReturn relative to average drawdown | 7.48 | 4.91 | +2.57 |
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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.92 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.69 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.66 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.75 | +0.06 |
Correlation
The correlation between PEQSX and TWEIX is 0.91, 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. TWEIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than TWEIX's 10.02% 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% |
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
PEQSX vs. TWEIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for PEQSX and TWEIX.
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Drawdown Indicators
| PEQSX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -39.30% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.86% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -13.69% | -1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -32.82% | -3.22% |
Current DrawdownCurrent decline from peak | -5.24% | -4.90% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -4.17% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.35% | +0.29% |
Volatility
PEQSX vs. TWEIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to American Century Equity Income Fund (TWEIX) at 3.04%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.04% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.12% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 11.60% | +3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 10.71% | +3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 13.35% | +3.65% |