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.
Performance
PEQSX vs. VEIPX - Performance Comparison
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PEQSX vs. VEIPX - 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | 1.48% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than VEIPX's 1.48% return. Over the past 10 years, PEQSX has outperformed VEIPX with an annualized return of 13.46%, while VEIPX has yielded a comparatively lower 11.24% 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%
VEIPX
- 1D
- 1.64%
- 1M
- -4.28%
- YTD
- 1.48%
- 6M
- 4.75%
- 1Y
- 15.97%
- 3Y*
- 14.51%
- 5Y*
- 10.69%
- 10Y*
- 11.24%
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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.
Return for Risk
PEQSX vs. VEIPX — Risk / Return Rank
PEQSX
VEIPX
PEQSX vs. VEIPX - Risk-Adjusted Trends 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.
| PEQSX | VEIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.05 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.53 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.53 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.48 | 6.72 | +0.76 |
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 | VEIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.05 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.77 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.69 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.64 | +0.17 |
Correlation
The correlation between PEQSX and VEIPX is 0.95, 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. VEIPX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than VEIPX's 10.84% 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | 10.84% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Drawdowns
PEQSX vs. VEIPX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for PEQSX and VEIPX.
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Drawdown Indicators
| PEQSX | VEIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -54.12% | +18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.97% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -15.16% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -35.26% | -0.78% |
Current DrawdownCurrent decline from peak | -5.24% | -5.33% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -5.52% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.49% | +0.15% |
Volatility
PEQSX vs. VEIPX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 3.68%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | VEIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.68% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 7.86% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 15.05% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 13.92% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 16.30% | +0.70% |