PNOPX vs. FSPGX
Compare and contrast key facts about Putnam Sustainable Leaders Fund (PNOPX) and Fidelity Large Cap Growth Index Fund (FSPGX).
PNOPX is managed by Putnam. It was launched on Aug 31, 1990. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNOPX or FSPGX.
Correlation
The correlation between PNOPX and FSPGX is 0.95, 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.
Performance
PNOPX vs. FSPGX - Performance Comparison
Key characteristics
PNOPX:
0.46
FSPGX:
1.48
PNOPX:
0.66
FSPGX:
1.99
PNOPX:
1.10
FSPGX:
1.27
PNOPX:
0.41
FSPGX:
2.01
PNOPX:
1.38
FSPGX:
7.57
PNOPX:
5.25%
FSPGX:
3.50%
PNOPX:
15.89%
FSPGX:
17.93%
PNOPX:
-73.96%
FSPGX:
-32.66%
PNOPX:
-11.48%
FSPGX:
-3.16%
Returns By Period
In the year-to-date period, PNOPX achieves a 1.24% return, which is significantly higher than FSPGX's 0.92% return.
PNOPX
1.24%
-3.46%
-5.45%
4.57%
5.66%
6.19%
FSPGX
0.92%
-2.95%
10.33%
23.14%
18.51%
N/A
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PNOPX vs. FSPGX - Expense Ratio Comparison
PNOPX has a 0.99% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
PNOPX vs. FSPGX — Risk-Adjusted Performance Rank
PNOPX
FSPGX
PNOPX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
PNOPX vs. FSPGX - Dividend Comparison
PNOPX's dividend yield for the trailing twelve months is around 0.51%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | 0.51% | 0.51% | 0.18% | 0.00% | 0.48% | 0.30% | 0.33% | 0.06% | 0.50% | 0.00% | 13.21% | 13.23% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
PNOPX vs. FSPGX - Drawdown Comparison
The maximum PNOPX drawdown since its inception was -73.96%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for PNOPX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
PNOPX vs. FSPGX - Volatility Comparison
The current volatility for Putnam Sustainable Leaders Fund (PNOPX) is 3.81%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.27%. This indicates that PNOPX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.