PNRAX vs. VFIAX

In the year-to-date period, PNRAX achieves a -2.27% return, which is significantly lower than VFIAX's -0.84% return. Both investments have delivered pretty close results over the past 10 years, with PNRAX having a 12.51% annualized return and VFIAX not far ahead at 12.62%.

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PNRAX has a 1.03% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Research Fund (PNRAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current PNRAX Sharpe Ratio is 0.45, which is comparable to the VFIAX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of PNRAX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNRAX's dividend yield for the trailing twelve months is around 7.75%, more than VFIAX's 1.30% yield.

The maximum PNRAX drawdown since its inception was -57.28%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PNRAX and VFIAX.

Putnam Research Fund (PNRAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.53% and 4.37%, 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.