PEYAX vs. ACIIX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEYAX) and American Century Equity Income Fund Class I (ACIIX).
PEYAX is managed by Putnam. It was launched on Jun 15, 1977. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PEYAX vs. ACIIX - Performance Comparison
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PEYAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEYAX Putnam Large Cap Value Fund | -1.32% | 20.09% | 18.99% | 15.09% | -8.37% | 26.84% | 5.87% | 29.94% | -8.63% | 18.79% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, PEYAX achieves a -1.32% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, PEYAX has outperformed ACIIX with an annualized return of 12.25%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
PEYAX
- 1D
- -0.15%
- 1M
- -6.34%
- YTD
- -1.32%
- 6M
- 4.60%
- 1Y
- 15.85%
- 3Y*
- 16.83%
- 5Y*
- 11.15%
- 10Y*
- 12.25%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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PEYAX vs. ACIIX - Expense Ratio Comparison
PEYAX has a 0.88% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
PEYAX vs. ACIIX — Risk / Return Rank
PEYAX
ACIIX
PEYAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEYAX) and American Century Equity Income Fund Class I (ACIIX). 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.
| PEYAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.93 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.35 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.11 | +0.20 |
Martin ratioReturn relative to average drawdown | 5.88 | 4.37 | +1.51 |
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
| PEYAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.93 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.67 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between PEYAX and ACIIX is 0.92, 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
PEYAX vs. ACIIX - Dividend Comparison
PEYAX's dividend yield for the trailing twelve months is around 5.15%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEYAX Putnam Large Cap Value Fund | 5.15% | 5.36% | 6.80% | 4.93% | 1.21% | 7.09% | 5.97% | 3.79% | 5.67% | 3.31% | 2.27% | 5.86% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
PEYAX vs. ACIIX - Drawdown Comparison
The maximum PEYAX drawdown since its inception was -56.92%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PEYAX and ACIIX.
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Drawdown Indicators
| PEYAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -39.16% | -17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -8.96% | -2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -13.49% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -36.06% | -32.76% | -3.30% |
Current DrawdownCurrent decline from peak | -7.23% | -5.73% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -14.10% | -5.26% | -8.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.30% | +0.33% |
Volatility
PEYAX vs. ACIIX - Volatility Comparison
Putnam Large Cap Value Fund (PEYAX) has a higher volatility of 3.58% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that PEYAX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEYAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 2.76% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.95% | 6.05% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 11.61% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.68% | 10.74% | +3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 13.37% | +3.68% |