PGOYX vs. FBGRX

In the year-to-date period, PGOYX achieves a 0.77% return, which is significantly higher than FBGRX's 0.47% return. Over the past 10 years, PGOYX has underperformed FBGRX with an annualized return of 12.11%, while FBGRX has yielded a comparatively higher 12.90% annualized return.

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PGOYX has a 0.65% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current PGOYX Sharpe Ratio is 1.08, which is comparable to the FBGRX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of PGOYX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGOYX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.23%.

The maximum PGOYX drawdown since its inception was -76.03%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for PGOYX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Large Cap Growth Y (PGOYX) is 5.77%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that PGOYX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.