POVSX vs. EPDIX
Compare and contrast key facts about Putnam International Equity Fund (POVSX) and EuroPac International Dividend Income Fund (EPDIX).
POVSX is managed by Putnam. It was launched on Feb 28, 1991. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
POVSX vs. EPDIX - Performance Comparison
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POVSX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | -1.70% | 37.27% | -0.64% | 18.65% | -14.84% | 8.95% | 11.78% | 25.50% | -19.46% | 26.47% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.81% |
Returns By Period
In the year-to-date period, POVSX achieves a -1.70% return, which is significantly lower than EPDIX's 5.87% return. Over the past 10 years, POVSX has underperformed EPDIX with an annualized return of 7.98%, while EPDIX has yielded a comparatively higher 9.85% annualized return.
POVSX
- 1D
- 0.27%
- 1M
- -11.97%
- YTD
- -1.70%
- 6M
- 1.88%
- 1Y
- 23.67%
- 3Y*
- 13.34%
- 5Y*
- 7.44%
- 10Y*
- 7.98%
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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POVSX vs. EPDIX - Expense Ratio Comparison
Both POVSX and EPDIX have an expense ratio of 1.25%.
Return for Risk
POVSX vs. EPDIX — Risk / Return Rank
POVSX
EPDIX
POVSX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Equity Fund (POVSX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| POVSX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 2.80 | -1.49 |
Sortino ratioReturn per unit of downside risk | 1.75 | 3.33 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.54 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 4.08 | -2.34 |
Martin ratioReturn relative to average drawdown | 6.94 | 16.78 | -9.84 |
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
| POVSX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.80 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 1.06 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.66 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.46 | -0.05 |
Correlation
The correlation between POVSX and EPDIX is 0.75, 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
POVSX vs. EPDIX - Dividend Comparison
POVSX's dividend yield for the trailing twelve months is around 10.78%, more than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | 10.78% | 10.60% | 1.13% | 1.88% | 0.00% | 14.17% | 2.56% | 1.58% | 6.42% | 0.32% | 3.09% | 2.70% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
POVSX vs. EPDIX - Drawdown Comparison
The maximum POVSX drawdown since its inception was -62.97%, which is greater than EPDIX's maximum drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for POVSX and EPDIX.
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Drawdown Indicators
| POVSX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.97% | -38.23% | -24.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -10.92% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -31.24% | -20.98% | -10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -32.84% | -3.74% |
Current DrawdownCurrent decline from peak | -11.97% | -9.48% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -10.88% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.65% | +0.40% |
Volatility
POVSX vs. EPDIX - Volatility Comparison
Putnam International Equity Fund (POVSX) has a higher volatility of 7.43% compared to EuroPac International Dividend Income Fund (EPDIX) at 6.47%. This indicates that POVSX's price experiences larger fluctuations and is considered to be riskier than EPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POVSX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 6.47% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 11.36% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.17% | 16.09% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 14.01% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 14.86% | +2.00% |