PNGAX vs. VIVAX
Compare and contrast key facts about Putnam International Value Fund (PNGAX) and Vanguard Value Index Fund (VIVAX).
PNGAX is managed by Putnam. It was launched on Jul 31, 1996. VIVAX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNGAX or VIVAX.
Correlation
The correlation between PNGAX and VIVAX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PNGAX vs. VIVAX - Performance Comparison
Key characteristics
PNGAX:
0.81
VIVAX:
0.45
PNGAX:
1.17
VIVAX:
0.72
PNGAX:
1.16
VIVAX:
1.10
PNGAX:
0.96
VIVAX:
0.47
PNGAX:
3.04
VIVAX:
1.98
PNGAX:
4.41%
VIVAX:
3.43%
PNGAX:
16.54%
VIVAX:
15.11%
PNGAX:
-62.85%
VIVAX:
-59.38%
PNGAX:
-5.19%
VIVAX:
-9.98%
Returns By Period
In the year-to-date period, PNGAX achieves a 9.24% return, which is significantly higher than VIVAX's -3.91% return. Over the past 10 years, PNGAX has underperformed VIVAX with an annualized return of 4.36%, while VIVAX has yielded a comparatively higher 9.35% annualized return.
PNGAX
9.24%
-5.19%
1.76%
12.77%
13.35%
4.36%
VIVAX
-3.91%
-6.35%
-7.99%
6.80%
13.17%
9.35%
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PNGAX vs. VIVAX - Expense Ratio Comparison
PNGAX has a 1.27% expense ratio, which is higher than VIVAX's 0.17% expense ratio.
Risk-Adjusted Performance
PNGAX vs. VIVAX — Risk-Adjusted Performance Rank
PNGAX
VIVAX
PNGAX vs. VIVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Value Fund (PNGAX) and Vanguard Value Index Fund (VIVAX). 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
PNGAX vs. VIVAX - Dividend Comparison
PNGAX's dividend yield for the trailing twelve months is around 2.39%, more than VIVAX's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNGAX Putnam International Value Fund | 2.39% | 2.61% | 2.35% | 1.63% | 1.16% | 1.59% | 2.21% | 2.31% | 1.11% | 2.23% | 1.09% | 2.01% |
VIVAX Vanguard Value Index Fund | 2.29% | 2.19% | 2.33% | 2.39% | 2.02% | 2.44% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% | 2.08% |
Drawdowns
PNGAX vs. VIVAX - Drawdown Comparison
The maximum PNGAX drawdown since its inception was -62.85%, which is greater than VIVAX's maximum drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for PNGAX and VIVAX. For additional features, visit the drawdowns tool.
Volatility
PNGAX vs. VIVAX - Volatility Comparison
Putnam International Value Fund (PNGAX) and Vanguard Value Index Fund (VIVAX) have volatilities of 10.30% and 10.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.