PGEOX vs. PGOYX
Compare and contrast key facts about George Putnam Balanced Fund (PGEOX) and Putnam Large Cap Growth Y (PGOYX).
PGEOX is managed by Putnam. It was launched on Nov 5, 1937. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PGEOX vs. PGOYX - Performance Comparison
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PGEOX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGEOX George Putnam Balanced Fund | -2.12% | 14.02% | 20.65% | 19.93% | -17.59% | 13.80% | 9.25% | 22.61% | -3.03% | 15.02% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PGEOX achieves a -2.12% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PGEOX has underperformed PGOYX with an annualized return of 9.24%, while PGOYX has yielded a comparatively higher 16.81% annualized return.
PGEOX
- 1D
- 1.97%
- 1M
- -3.41%
- YTD
- -2.12%
- 6M
- -0.19%
- 1Y
- 14.34%
- 3Y*
- 15.19%
- 5Y*
- 8.00%
- 10Y*
- 9.24%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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PGEOX vs. PGOYX - Expense Ratio Comparison
PGEOX has a 0.94% expense ratio, which is higher than PGOYX's 0.65% expense ratio.
Return for Risk
PGEOX vs. PGOYX — Risk / Return Rank
PGEOX
PGOYX
PGEOX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for George Putnam Balanced Fund (PGEOX) and Putnam Large Cap Growth Y (PGOYX). 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.
| PGEOX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.71 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.18 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.98 | +0.92 |
Martin ratioReturn relative to average drawdown | 8.97 | 3.34 | +5.62 |
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
| PGEOX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.71 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.51 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.80 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.32 | +0.10 |
Correlation
The correlation between PGEOX and PGOYX is 0.87, 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
PGEOX vs. PGOYX - Dividend Comparison
PGEOX's dividend yield for the trailing twelve months is around 7.96%, more than PGOYX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGEOX George Putnam Balanced Fund | 7.96% | 8.13% | 7.99% | 1.10% | 0.89% | 7.75% | 1.05% | 5.22% | 9.04% | 1.10% | 1.18% | 1.13% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PGEOX vs. PGOYX - Drawdown Comparison
The maximum PGEOX drawdown since its inception was -50.63%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PGEOX and PGOYX.
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Drawdown Indicators
| PGEOX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -76.03% | +25.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -16.34% | +8.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.36% | -34.01% | +12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -23.00% | -34.01% | +11.01% |
Current DrawdownCurrent decline from peak | -3.86% | -13.24% | +9.38% |
Average DrawdownAverage peak-to-trough decline | -11.78% | -31.72% | +19.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 4.78% | -3.09% |
Volatility
PGEOX vs. PGOYX - Volatility Comparison
The current volatility for George Putnam Balanced Fund (PGEOX) is 3.85%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.88%. This indicates that PGEOX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGEOX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 6.88% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 12.72% | -6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 22.41% | -10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.40% | 21.68% | -10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.59% | 21.15% | -9.56% |