PEYAX vs. VEIPX
Compare and contrast key facts about Putnam Large Cap Value Fund (PEYAX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
PEYAX is managed by Putnam. It was launched on Jun 15, 1977. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEYAX or VEIPX.
Correlation
The correlation between PEYAX and VEIPX 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.
Performance
PEYAX vs. VEIPX - Performance Comparison
Key characteristics
PEYAX:
1.35
VEIPX:
0.94
PEYAX:
1.75
VEIPX:
1.16
PEYAX:
1.25
VEIPX:
1.21
PEYAX:
1.30
VEIPX:
1.03
PEYAX:
3.78
VEIPX:
3.21
PEYAX:
4.13%
VEIPX:
4.00%
PEYAX:
11.63%
VEIPX:
13.71%
PEYAX:
-50.96%
VEIPX:
-56.84%
PEYAX:
-6.29%
VEIPX:
-5.80%
Returns By Period
The year-to-date returns for both investments are quite close, with PEYAX having a 5.57% return and VEIPX slightly higher at 5.80%. Over the past 10 years, PEYAX has outperformed VEIPX with an annualized return of 6.97%, while VEIPX has yielded a comparatively lower 6.36% annualized return.
PEYAX
5.57%
1.22%
1.02%
15.23%
8.04%
6.97%
VEIPX
5.80%
1.37%
1.90%
12.18%
6.01%
6.36%
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PEYAX vs. VEIPX - Expense Ratio Comparison
PEYAX has a 0.88% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
PEYAX vs. VEIPX — Risk-Adjusted Performance Rank
PEYAX
VEIPX
PEYAX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEYAX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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. VEIPX - Dividend Comparison
PEYAX's dividend yield for the trailing twelve months is around 1.08%, less than VEIPX's 2.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEYAX Putnam Large Cap Value Fund | 1.08% | 1.14% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 1.46% | 9.72% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.66% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
PEYAX vs. VEIPX - Drawdown Comparison
The maximum PEYAX drawdown since its inception was -50.96%, smaller than the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for PEYAX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
PEYAX vs. VEIPX - Volatility Comparison
Putnam Large Cap Value Fund (PEYAX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 2.30% and 2.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.