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. It was launched on Nov 25, 2002.
Performance
PEYAX vs. LBSAX - Performance Comparison
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PEYAX vs. LBSAX - 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, PEYAX achieves a -1.32% return, which is significantly lower than LBSAX's 1.55% return. Both investments have delivered pretty close results over the past 10 years, with PEYAX having a 12.25% annualized return and LBSAX not far behind at 11.69%.
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%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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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.
Return for Risk
PEYAX vs. LBSAX — Risk / Return Rank
PEYAX
LBSAX
PEYAX vs. LBSAX - Risk-Adjusted Trends 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.
| PEYAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.17 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.66 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.43 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.88 | 6.65 | -0.78 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.17 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.78 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.75 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.62 | -0.25 |
Correlation
The correlation between PEYAX and LBSAX is 0.95, 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. LBSAX - Dividend Comparison
PEYAX's dividend yield for the trailing twelve months is around 5.15%, more than LBSAX's 5.07% 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% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
PEYAX vs. LBSAX - Drawdown Comparison
The maximum PEYAX drawdown since its inception was -56.92%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for PEYAX and LBSAX.
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Drawdown Indicators
| PEYAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -47.89% | -9.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -10.19% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -17.16% | +1.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.06% | -32.82% | -3.24% |
Current DrawdownCurrent decline from peak | -7.23% | -5.50% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -14.10% | -5.29% | -8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.19% | +0.44% |
Volatility
PEYAX vs. LBSAX - Volatility Comparison
Putnam Large Cap Value Fund (PEYAX) has a higher volatility of 3.58% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. 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.
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Volatility by Period
| PEYAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 2.92% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 7.95% | 6.83% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 13.62% | +1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.68% | 13.28% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 15.68% | +1.37% |