SAIFX vs. PMYYX
SAIFX (ClearBridge Large Cap Value Fund) and PMYYX (Putnam Multi-Cap Core Fund) are both mutual funds - SAIFX is a Large Cap Value Equities fund managed by Franklin Templeton, while PMYYX is a Large Cap Blend Equities fund managed by Putnam. Over the past 10 years, SAIFX returned 10.97%/yr vs 15.93%/yr for PMYYX. Their correlation of 0.89 means they have usually moved in the same direction. SAIFX charges 0.56%/yr vs 0.71%/yr for PMYYX.
Performance
SAIFX vs. PMYYX - Performance Comparison
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Returns By Period
In the year-to-date period, SAIFX achieves a 13.51% return, which is significantly higher than PMYYX's 7.70% return. Over the past 10 years, SAIFX has underperformed PMYYX with an annualized return of 10.97%, while PMYYX has yielded a comparatively higher 15.93% annualized return.
SAIFX
- 1D
- 0.23%
- 1M
- 0.21%
- 6M
- 9.16%
- YTD
- 13.51%
- 1Y
- 23.57%
- 3Y*
- 12.63%
- 5Y*
- 9.23%
- 10Y*
- 10.97%
- ALL TIME*
- 13.59%
PMYYX
- 1D
- 1.68%
- 1M
- 0.32%
- 6M
- 6.39%
- YTD
- 7.70%
- 1Y
- 20.16%
- 3Y*
- 18.91%
- 5Y*
- 12.92%
- 10Y*
- 15.93%
- ALL TIME*
- 15.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SAIFX vs. PMYYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 13.51% | 10.57% | 8.54% | 15.07% | -6.41% | 25.88% | 5.93% | 28.68% | -8.78% | 14.44% |
PMYYX Putnam Multi-Cap Core Fund | 7.70% | 17.33% | 26.46% | 27.98% | -15.94% | 30.93% | 17.69% | 32.52% | -7.91% | 24.00% |
Correlation
The correlation between SAIFX and PMYYX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.89 |
The correlation between SAIFX and PMYYX shifts across timeframes, from 0.70 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SAIFX vs. PMYYX — Risk / Return Rank
SAIFX
PMYYX
SAIFX vs. PMYYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) and Putnam Multi-Cap Core Fund (PMYYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAIFX | PMYYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.25 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 1.80 | +1.18 |
| Martin ratioReturn relative to average drawdown | 12.13 | 7.60 | +4.53 |
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Drawdowns
SAIFX vs. PMYYX - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -53.58%, which is greater than PMYYX's maximum drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for SAIFX and PMYYX.
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Drawdown Indicators
| SAIFX | PMYYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.58% | -35.25% | -18.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.11% | -10.02% | +2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -17.65% | -18.92% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -23.52% | +3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -35.25% | -0.26% |
Current DrawdownCurrent decline from peak | -1.17% | -1.23% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -4.09% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.37% | -0.62% |
Volatility
SAIFX vs. PMYYX - Volatility Comparison
The current volatility for ClearBridge Large Cap Value Fund (SAIFX) is 2.77%, while Putnam Multi-Cap Core Fund (PMYYX) has a volatility of 3.71%. This indicates that SAIFX experiences smaller price fluctuations and is considered to be less risky than PMYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAIFX | PMYYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 3.71% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 10.07% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.25% | 12.87% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 16.88% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 18.37% | -1.08% |
SAIFX vs. PMYYX - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is lower than PMYYX's 0.71% expense ratio.
Dividends
SAIFX vs. PMYYX - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 10.49%, more than PMYYX's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 2.57% | 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 | 10.49% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
Frequently Asked Questions
SAIFX and PMYYX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMYYX has higher volatility (3.71%) compared to SAIFX (2.77%). In terms of maximum drawdown, SAIFX dropped -53.58% vs PMYYX's -35.25%.
SAIFX currently has the higher Sharpe Ratio (2.07 vs 1.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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