PGOYX vs. PEQSX
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and Putnam Large Cap Value Fund Class R6 (PEQSX).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012.
Performance
PGOYX vs. PEQSX - Performance Comparison
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PGOYX vs. PEQSX - 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% |
PEQSX Putnam Large Cap Value Fund Class R6 | 0.81% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
Returns By Period
In the year-to-date period, PGOYX achieves a -9.67% return, which is significantly lower than PEQSX's 0.81% return. Over the past 10 years, PGOYX has outperformed PEQSX with an annualized return of 16.81%, while PEQSX has yielded a comparatively lower 13.46% annualized return.
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%
PEQSX
- 1D
- 2.09%
- 1M
- -4.21%
- YTD
- 0.81%
- 6M
- 6.51%
- 1Y
- 18.74%
- 3Y*
- 18.04%
- 5Y*
- 13.05%
- 10Y*
- 13.46%
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PGOYX vs. PEQSX - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is higher than PEQSX's 0.54% expense ratio.
Return for Risk
PGOYX vs. PEQSX — Risk / Return Rank
PGOYX
PEQSX
PGOYX vs. PEQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Putnam Large Cap Value Fund Class R6 (PEQSX). 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 | PEQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.21 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.71 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.68 | -0.70 |
Martin ratioReturn relative to average drawdown | 3.34 | 7.48 | -4.13 |
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
| PGOYX | PEQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.21 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.90 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.81 | -0.49 |
Correlation
The correlation between PGOYX and PEQSX is 0.74, 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. PEQSX - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 5.79%, more than PEQSX's 5.30% 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% |
PEQSX Putnam Large Cap Value Fund Class R6 | 5.30% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
Drawdowns
PGOYX vs. PEQSX - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than PEQSX's maximum drawdown of -36.04%. Use the drawdown chart below to compare losses from any high point for PGOYX and PEQSX.
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Drawdown Indicators
| PGOYX | PEQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -36.04% | -39.99% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -11.76% | -4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -15.18% | -18.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -36.04% | +2.03% |
Current DrawdownCurrent decline from peak | -13.24% | -5.24% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -31.72% | -3.24% | -28.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.64% | +2.14% |
Volatility
PGOYX vs. PEQSX - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 6.88% compared to Putnam Large Cap Value Fund Class R6 (PEQSX) at 4.33%. This indicates that PGOYX's price experiences larger fluctuations and is considered to be riskier than PEQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGOYX | PEQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 4.33% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 8.24% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 15.49% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 14.53% | +7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 17.00% | +4.15% |