PEQSX vs. YAFFX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and AMG Yacktman Focused Fund (YAFFX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
PEQSX vs. YAFFX - Performance Comparison
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PEQSX vs. YAFFX - 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% |
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly lower than YAFFX's 8.59% return. Over the past 10 years, PEQSX has outperformed YAFFX with an annualized return of 13.22%, while YAFFX has yielded a comparatively lower 10.91% 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%
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
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PEQSX vs. YAFFX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Return for Risk
PEQSX vs. YAFFX — Risk / Return Rank
PEQSX
YAFFX
PEQSX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and AMG Yacktman Focused Fund (YAFFX). 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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.49 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.60 | 0.67 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.57 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.04 | 2.02 | +4.02 |
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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.49 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.41 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.22 |
Correlation
The correlation between PEQSX and YAFFX is 0.81, 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. YAFFX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, while YAFFX has not paid dividends to shareholders.
| 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% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
PEQSX vs. YAFFX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum YAFFX drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for PEQSX and YAFFX.
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Drawdown Indicators
| PEQSX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -43.80% | +7.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -17.08% | +5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -21.31% | +6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -30.62% | -5.42% |
Current DrawdownCurrent decline from peak | -7.18% | -8.71% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.24% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 4.83% | -2.21% |
Volatility
PEQSX vs. YAFFX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 3.62%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 7.76%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 7.76% | -4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 21.51% | -13.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 22.92% | -7.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 17.85% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.39% | +0.60% |