PEQSX vs. VIVIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
PEQSX vs. VIVIX - Performance Comparison
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PEQSX vs. VIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | -1.25% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
VIVIX Vanguard Value Index Fund Institutional Shares | 1.63% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly lower than VIVIX's 1.63% return. Over the past 10 years, PEQSX has outperformed VIVIX with an annualized return of 13.22%, while VIVIX has yielded a comparatively lower 11.62% annualized return.
PEQSX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.76%
- 1Y
- 16.21%
- 3Y*
- 17.23%
- 5Y*
- 12.79%
- 10Y*
- 13.22%
VIVIX
- 1D
- -0.17%
- 1M
- -6.15%
- YTD
- 1.63%
- 6M
- 4.42%
- 1Y
- 14.42%
- 3Y*
- 14.46%
- 5Y*
- 10.63%
- 10Y*
- 11.62%
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PEQSX vs. VIVIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
PEQSX vs. VIVIX — Risk / Return Rank
PEQSX
VIVIX
PEQSX vs. VIVIX - 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 Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.04 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.50 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.25 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.04 | 5.67 | +0.37 |
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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.04 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.77 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.39 | +0.41 |
Correlation
The correlation between PEQSX and VIVIX is 0.97, 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. VIVIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, more than VIVIX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.41% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.06% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
PEQSX vs. VIVIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for PEQSX and VIVIX.
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Drawdown Indicators
| PEQSX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -59.30% | +23.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -11.29% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -17.12% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -36.80% | +0.76% |
Current DrawdownCurrent decline from peak | -7.18% | -6.36% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -9.31% | +6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.48% | +0.14% |
Volatility
PEQSX vs. VIVIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 3.62% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.27%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.27% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 7.52% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 14.82% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 13.90% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.74% | +0.25% |