PGOYX vs. ADX
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and Adams Diversified Equity Fund, Inc. (ADX).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
PGOYX vs. ADX - Performance Comparison
Loading graphics...
PGOYX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, PGOYX achieves a -9.67% return, which is significantly lower than ADX's -2.00% return. Both investments have delivered pretty close results over the past 10 years, with PGOYX having a 16.81% annualized return and ADX not far behind at 16.68%.
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%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PGOYX vs. ADX - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
PGOYX vs. ADX — Risk / Return Rank
PGOYX
ADX
PGOYX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| PGOYX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.47 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.18 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.31 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.56 | -1.58 |
Martin ratioReturn relative to average drawdown | 3.34 | 11.81 | -8.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PGOYX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.47 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.89 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.93 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.09 | +0.23 |
Correlation
The correlation between PGOYX and ADX is 0.81, 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
PGOYX vs. ADX - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 5.79%, less than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
PGOYX vs. ADX - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for PGOYX and ADX.
Loading graphics...
Drawdown Indicators
| PGOYX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -71.60% | -4.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -11.12% | -5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -25.07% | -8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -37.17% | +3.16% |
Current DrawdownCurrent decline from peak | -13.24% | -4.36% | -8.88% |
Average DrawdownAverage peak-to-trough decline | -31.72% | -23.22% | -8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.41% | +2.37% |
Volatility
PGOYX vs. ADX - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 6.88% and 6.64%, 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.
Loading graphics...
Volatility by Period
| PGOYX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.64% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 10.77% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 18.76% | +3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 17.23% | +4.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 17.96% | +3.19% |