PGOYX vs. FGLGX
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and Fidelity Series Large Cap Stock Fund (FGLGX).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. FGLGX is managed by Fidelity. It was launched on Dec 6, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGOYX or FGLGX.
Correlation
The correlation between PGOYX and FGLGX is 0.77, 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
PGOYX vs. FGLGX - Performance Comparison
Key characteristics
PGOYX:
1.26
FGLGX:
1.68
PGOYX:
1.71
FGLGX:
2.23
PGOYX:
1.23
FGLGX:
1.32
PGOYX:
1.79
FGLGX:
2.33
PGOYX:
6.19
FGLGX:
7.35
PGOYX:
3.88%
FGLGX:
3.05%
PGOYX:
19.09%
FGLGX:
13.39%
PGOYX:
-76.03%
FGLGX:
-36.42%
PGOYX:
-1.55%
FGLGX:
-0.98%
Returns By Period
In the year-to-date period, PGOYX achieves a 4.03% return, which is significantly lower than FGLGX's 5.62% return. Over the past 10 years, PGOYX has outperformed FGLGX with an annualized return of 12.57%, while FGLGX has yielded a comparatively lower 8.75% annualized return.
PGOYX
4.03%
3.33%
10.49%
22.34%
11.47%
12.57%
FGLGX
5.62%
2.45%
10.65%
20.05%
11.62%
8.75%
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PGOYX vs. FGLGX - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is higher than FGLGX's 0.00% expense ratio.
Risk-Adjusted Performance
PGOYX vs. FGLGX — Risk-Adjusted Performance Rank
PGOYX
FGLGX
PGOYX vs. FGLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Fidelity Series Large Cap Stock Fund (FGLGX). 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
PGOYX vs. FGLGX - Dividend Comparison
PGOYX has not paid dividends to shareholders, while FGLGX's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOYX Putnam Large Cap Growth Y | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.48% | 0.02% | 6.31% | 16.09% |
FGLGX Fidelity Series Large Cap Stock Fund | 1.49% | 1.58% | 1.83% | 1.98% | 2.46% | 5.31% | 2.40% | 2.82% | 1.82% | 1.69% | 5.25% | 4.77% |
Drawdowns
PGOYX vs. FGLGX - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than FGLGX's maximum drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for PGOYX and FGLGX. For additional features, visit the drawdowns tool.
Volatility
PGOYX vs. FGLGX - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 5.72% compared to Fidelity Series Large Cap Stock Fund (FGLGX) at 3.77%. This indicates that PGOYX's price experiences larger fluctuations and is considered to be riskier than FGLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.