PGOYX vs. PINCX
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and Putnam Income Fund (PINCX).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. PINCX is managed by Putnam. It was launched on Nov 1, 1954.
Performance
PGOYX vs. PINCX - Performance Comparison
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PGOYX vs. PINCX - 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% |
PINCX Putnam Income Fund | 0.01% | 7.51% | 2.59% | 4.79% | -12.96% | -5.39% | 7.06% | 11.19% | 0.46% | 5.83% |
Returns By Period
In the year-to-date period, PGOYX achieves a -9.67% return, which is significantly lower than PINCX's 0.01% return. Over the past 10 years, PGOYX has outperformed PINCX with an annualized return of 16.81%, while PINCX has yielded a comparatively lower 2.13% 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%
PINCX
- 1D
- 0.20%
- 1M
- -1.39%
- YTD
- 0.01%
- 6M
- 1.08%
- 1Y
- 4.37%
- 3Y*
- 4.31%
- 5Y*
- -0.56%
- 10Y*
- 2.13%
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PGOYX vs. PINCX - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is lower than PINCX's 0.73% expense ratio.
Return for Risk
PGOYX vs. PINCX — Risk / Return Rank
PGOYX
PINCX
PGOYX vs. PINCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Putnam Income Fund (PINCX). 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 | PINCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.14 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.63 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.74 | -0.77 |
Martin ratioReturn relative to average drawdown | 3.34 | 5.58 | -2.23 |
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 | PINCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.14 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.09 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.41 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.76 | -0.44 |
Correlation
The correlation between PGOYX and PINCX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PGOYX vs. PINCX - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 5.79%, more than PINCX's 4.50% 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% |
PINCX Putnam Income Fund | 4.50% | 4.63% | 8.70% | 7.35% | 7.70% | 2.15% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% |
Drawdowns
PGOYX vs. PINCX - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than PINCX's maximum drawdown of -30.57%. Use the drawdown chart below to compare losses from any high point for PGOYX and PINCX.
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Drawdown Indicators
| PGOYX | PINCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -30.57% | -45.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -2.75% | -13.59% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -20.78% | -13.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -22.16% | -11.85% |
Current DrawdownCurrent decline from peak | -13.24% | -4.82% | -8.42% |
Average DrawdownAverage peak-to-trough decline | -31.72% | -4.33% | -27.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 0.86% | +3.92% |
Volatility
PGOYX vs. PINCX - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 6.88% compared to Putnam Income Fund (PINCX) at 1.45%. This indicates that PGOYX's price experiences larger fluctuations and is considered to be riskier than PINCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGOYX | PINCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 1.45% | +5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 2.41% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 4.22% | +18.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 6.18% | +15.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 5.26% | +15.89% |