PEQUX vs. FSPGX
Compare and contrast key facts about Putnam Focused International Equity Fund (PEQUX) and Fidelity Large Cap Growth Index Fund (FSPGX).
PEQUX is managed by Putnam. It was launched on Jul 1, 1994. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQUX or FSPGX.
Correlation
The correlation between PEQUX and FSPGX is 0.80, 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
PEQUX vs. FSPGX - Performance Comparison
Key characteristics
PEQUX:
0.83
FSPGX:
1.66
PEQUX:
1.23
FSPGX:
2.21
PEQUX:
1.15
FSPGX:
1.30
PEQUX:
0.32
FSPGX:
2.26
PEQUX:
2.35
FSPGX:
8.48
PEQUX:
4.24%
FSPGX:
3.50%
PEQUX:
11.93%
FSPGX:
17.82%
PEQUX:
-84.40%
FSPGX:
-32.66%
PEQUX:
-23.73%
FSPGX:
-0.44%
Returns By Period
In the year-to-date period, PEQUX achieves a 6.04% return, which is significantly higher than FSPGX's 3.75% return.
PEQUX
6.04%
7.22%
2.75%
8.89%
-1.16%
2.62%
FSPGX
3.75%
2.86%
14.84%
27.91%
17.91%
N/A
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PEQUX vs. FSPGX - Expense Ratio Comparison
PEQUX has a 1.07% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
PEQUX vs. FSPGX — Risk-Adjusted Performance Rank
PEQUX
FSPGX
PEQUX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Focused International Equity Fund (PEQUX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
PEQUX vs. FSPGX - Dividend Comparison
PEQUX's dividend yield for the trailing twelve months is around 3.53%, more than FSPGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQUX Putnam Focused International Equity Fund | 3.53% | 3.75% | 1.01% | 2.79% | 0.19% | 0.53% | 0.05% | 0.00% | 0.35% | 1.59% | 0.56% | 0.59% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.36% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
PEQUX vs. FSPGX - Drawdown Comparison
The maximum PEQUX drawdown since its inception was -84.40%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for PEQUX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
PEQUX vs. FSPGX - Volatility Comparison
The current volatility for Putnam Focused International Equity Fund (PEQUX) is 3.25%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.20%. This indicates that PEQUX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.