PMYYX vs. SAIFX
Compare and contrast key facts about Putnam Multi-Cap Core Fund (PMYYX) and ClearBridge Large Cap Value Fund (SAIFX).
PMYYX is managed by Putnam. It was launched on Sep 24, 2010. SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958.
Performance
PMYYX vs. SAIFX - Performance Comparison
Loading graphics...
PMYYX vs. SAIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | -7.83% | 17.33% | 26.46% | 27.98% | -15.94% | 30.93% | 17.69% | 32.52% | -7.91% | 24.00% |
SAIFX ClearBridge Large Cap Value Fund | 0.26% | 10.57% | 8.54% | 15.07% | -6.41% | 25.88% | 5.93% | 28.68% | -8.78% | 14.44% |
Returns By Period
In the year-to-date period, PMYYX achieves a -7.83% return, which is significantly lower than SAIFX's 0.26% return. Over the past 10 years, PMYYX has outperformed SAIFX with an annualized return of 14.69%, while SAIFX has yielded a comparatively lower 9.92% annualized return.
PMYYX
- 1D
- -0.22%
- 1M
- -7.86%
- YTD
- -7.83%
- 6M
- -4.48%
- 1Y
- 13.59%
- 3Y*
- 18.00%
- 5Y*
- 11.50%
- 10Y*
- 14.69%
SAIFX
- 1D
- 0.10%
- 1M
- -6.88%
- YTD
- 0.26%
- 6M
- 2.49%
- 1Y
- 10.21%
- 3Y*
- 11.35%
- 5Y*
- 8.32%
- 10Y*
- 9.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PMYYX vs. SAIFX - Expense Ratio Comparison
PMYYX has a 0.71% expense ratio, which is higher than SAIFX's 0.56% expense ratio.
Return for Risk
PMYYX vs. SAIFX — Risk / Return Rank
PMYYX
SAIFX
PMYYX vs. SAIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Multi-Cap Core Fund (PMYYX) and ClearBridge Large Cap Value Fund (SAIFX). 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.
| PMYYX | SAIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.75 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.13 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.89 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.27 | 3.87 | +0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PMYYX | SAIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.75 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.53 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.57 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.74 | +0.12 |
Correlation
The correlation between PMYYX and SAIFX is 0.90, 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
PMYYX vs. SAIFX - Dividend Comparison
PMYYX's dividend yield for the trailing twelve months is around 3.00%, less than SAIFX's 11.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 3.00% | 2.76% | 4.47% | 2.62% | 5.26% | 9.25% | 2.41% | 4.76% | 2.36% | 2.71% | 1.21% | 1.26% |
SAIFX ClearBridge Large Cap Value Fund | 11.54% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
Drawdowns
PMYYX vs. SAIFX - Drawdown Comparison
The maximum PMYYX drawdown since its inception was -35.25%, smaller than the maximum SAIFX drawdown of -53.58%. Use the drawdown chart below to compare losses from any high point for PMYYX and SAIFX.
Loading graphics...
Drawdown Indicators
| PMYYX | SAIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.25% | -53.58% | +18.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -11.05% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -23.52% | -19.79% | -3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -35.51% | +0.26% |
Current DrawdownCurrent decline from peak | -10.02% | -7.02% | -3.00% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -6.76% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.55% | +0.23% |
Volatility
PMYYX vs. SAIFX - Volatility Comparison
Putnam Multi-Cap Core Fund (PMYYX) has a higher volatility of 4.27% compared to ClearBridge Large Cap Value Fund (SAIFX) at 3.26%. This indicates that PMYYX's price experiences larger fluctuations and is considered to be riskier than SAIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PMYYX | SAIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 3.26% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 7.51% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 15.10% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 15.63% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 17.38% | +0.99% |