PEQSX vs. VEIPX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or VEIPX.
Correlation
The correlation between PEQSX and VEIPX 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.
Performance
PEQSX vs. VEIPX - Performance Comparison
Key characteristics
PEQSX:
0.12
VEIPX:
0.09
PEQSX:
0.29
VEIPX:
0.29
PEQSX:
1.04
VEIPX:
1.05
PEQSX:
0.11
VEIPX:
0.13
PEQSX:
0.33
VEIPX:
0.38
PEQSX:
6.70%
VEIPX:
6.33%
PEQSX:
16.50%
VEIPX:
17.73%
PEQSX:
-36.22%
VEIPX:
-56.84%
PEQSX:
-10.47%
VEIPX:
-10.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with PEQSX having a 0.82% return and VEIPX slightly lower at 0.78%. Over the past 10 years, PEQSX has outperformed VEIPX with an annualized return of 6.85%, while VEIPX has yielded a comparatively lower 5.76% annualized return.
PEQSX
0.82%
10.99%
-8.83%
1.97%
11.40%
6.85%
VEIPX
0.78%
9.74%
-8.59%
1.57%
8.90%
5.76%
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PEQSX vs. VEIPX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
PEQSX vs. VEIPX — Risk-Adjusted Performance Rank
PEQSX
VEIPX
PEQSX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
Dividends
PEQSX vs. VEIPX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 1.53%, less than VEIPX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 1.53% | 1.48% | 1.76% | 2.24% | 1.48% | 1.83% | 1.68% | 2.27% | 1.87% | 1.81% | 1.92% | 10.36% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.90% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
PEQSX vs. VEIPX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.22%, smaller than the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for PEQSX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
PEQSX vs. VEIPX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 8.26% and 8.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.