PEYAX vs. LBSAX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEYAX) and Columbia Dividend Income Fund Class A (LBSAX).
PEYAX is managed by Putnam. It was launched on Jun 15, 1977. LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEYAX or LBSAX.
Correlation
The correlation between PEYAX and LBSAX is 0.94, 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
PEYAX vs. LBSAX - Performance Comparison
Key characteristics
PEYAX:
0.35
LBSAX:
0.17
PEYAX:
0.59
LBSAX:
0.33
PEYAX:
1.08
LBSAX:
1.05
PEYAX:
0.36
LBSAX:
0.16
PEYAX:
1.45
LBSAX:
0.53
PEYAX:
3.79%
LBSAX:
4.72%
PEYAX:
15.57%
LBSAX:
14.94%
PEYAX:
-50.78%
LBSAX:
-48.43%
PEYAX:
-8.34%
LBSAX:
-10.36%
Returns By Period
The year-to-date returns for both investments are quite close, with PEYAX having a -2.00% return and LBSAX slightly higher at -1.98%. Over the past 10 years, PEYAX has outperformed LBSAX with an annualized return of 10.28%, while LBSAX has yielded a comparatively lower 7.17% annualized return.
PEYAX
-2.00%
-4.94%
-4.13%
5.46%
16.58%
10.28%
LBSAX
-1.98%
-4.45%
-6.67%
2.38%
10.55%
7.17%
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PEYAX vs. LBSAX - Expense Ratio Comparison
PEYAX has a 0.88% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Risk-Adjusted Performance
PEYAX vs. LBSAX — Risk-Adjusted Performance Rank
PEYAX
LBSAX
PEYAX vs. LBSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEYAX) and Columbia Dividend Income Fund Class A (LBSAX). 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
PEYAX vs. LBSAX - Dividend Comparison
PEYAX's dividend yield for the trailing twelve months is around 7.02%, more than LBSAX's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEYAX Putnam Large Cap Value Fund | 7.02% | 6.80% | 5.20% | 7.04% | 7.09% | 5.97% | 3.79% | 6.18% | 3.31% | 2.27% | 5.86% | 9.81% |
LBSAX Columbia Dividend Income Fund Class A | 1.60% | 1.57% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% |
Drawdowns
PEYAX vs. LBSAX - Drawdown Comparison
The maximum PEYAX drawdown since its inception was -50.78%, roughly equal to the maximum LBSAX drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for PEYAX and LBSAX. For additional features, visit the drawdowns tool.
Volatility
PEYAX vs. LBSAX - Volatility Comparison
Putnam Large Cap Value Fund (PEYAX) has a higher volatility of 11.54% compared to Columbia Dividend Income Fund Class A (LBSAX) at 10.49%. This indicates that PEYAX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.