PINCX vs. POGAX
Compare and contrast key facts about Putnam Income Fund (PINCX) and Putnam Growth Opportunities Fund (POGAX).
PINCX is managed by Putnam. It was launched on Nov 1, 1954. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
PINCX vs. POGAX - Performance Comparison
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PINCX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | -0.19% | 7.51% | 2.59% | 4.79% | -12.96% | -5.39% | 7.06% | 11.19% | 0.46% | 5.83% |
POGAX Putnam Growth Opportunities Fund | -9.72% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
Returns By Period
In the year-to-date period, PINCX achieves a -0.19% return, which is significantly higher than POGAX's -9.72% return. Over the past 10 years, PINCX has underperformed POGAX with an annualized return of 2.11%, while POGAX has yielded a comparatively higher 16.52% annualized return.
PINCX
- 1D
- 0.40%
- 1M
- -1.96%
- YTD
- -0.19%
- 6M
- 1.07%
- 1Y
- 4.58%
- 3Y*
- 4.25%
- 5Y*
- -0.54%
- 10Y*
- 2.11%
POGAX
- 1D
- 3.70%
- 1M
- -5.90%
- YTD
- -9.72%
- 6M
- -9.55%
- 1Y
- 14.65%
- 3Y*
- 20.22%
- 5Y*
- 10.78%
- 10Y*
- 16.52%
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PINCX vs. POGAX - Expense Ratio Comparison
PINCX has a 0.73% expense ratio, which is lower than POGAX's 0.99% expense ratio.
Return for Risk
PINCX vs. POGAX — Risk / Return Rank
PINCX
POGAX
PINCX vs. POGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Income Fund (PINCX) and Putnam Growth Opportunities Fund (POGAX). 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.
| PINCX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.70 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.17 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.96 | +0.94 |
Martin ratioReturn relative to average drawdown | 6.11 | 3.26 | +2.85 |
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
| PINCX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.70 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.50 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.42 | +0.34 |
Correlation
The correlation between PINCX and POGAX is -0.03. 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
PINCX vs. POGAX - Dividend Comparison
PINCX's dividend yield for the trailing twelve months is around 4.51%, less than POGAX's 6.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | 4.51% | 4.63% | 8.70% | 7.35% | 7.70% | 2.15% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% |
POGAX Putnam Growth Opportunities Fund | 6.30% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
PINCX vs. POGAX - Drawdown Comparison
The maximum PINCX drawdown since its inception was -30.57%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PINCX and POGAX.
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Drawdown Indicators
| PINCX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.57% | -76.55% | +45.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -16.42% | +13.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.78% | -34.15% | +13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -22.16% | -34.15% | +11.99% |
Current DrawdownCurrent decline from peak | -5.01% | -13.33% | +8.32% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -29.18% | +24.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 4.81% | -3.96% |
Volatility
PINCX vs. POGAX - Volatility Comparison
The current volatility for Putnam Income Fund (PINCX) is 1.45%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 6.88%. This indicates that PINCX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINCX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 6.88% | -5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 12.74% | -10.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 22.41% | -18.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.18% | 21.67% | -15.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 21.15% | -15.89% |