VEIPX vs. PEYAX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Putnam Large Cap Value Fund (PEYAX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. PEYAX is managed by Putnam. It was launched on Jun 15, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIPX or PEYAX.
Correlation
The correlation between VEIPX and PEYAX 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
VEIPX vs. PEYAX - Performance Comparison
Key characteristics
VEIPX:
0.99
PEYAX:
1.50
VEIPX:
1.22
PEYAX:
1.92
VEIPX:
1.23
PEYAX:
1.28
VEIPX:
1.10
PEYAX:
1.46
VEIPX:
3.97
PEYAX:
4.88
VEIPX:
3.43%
PEYAX:
3.60%
VEIPX:
13.81%
PEYAX:
11.72%
VEIPX:
-56.84%
PEYAX:
-49.46%
VEIPX:
-7.87%
PEYAX:
-8.66%
Returns By Period
In the year-to-date period, VEIPX achieves a 3.47% return, which is significantly higher than PEYAX's 2.90% return. Over the past 10 years, VEIPX has underperformed PEYAX with an annualized return of 6.40%, while PEYAX has yielded a comparatively higher 7.32% annualized return.
VEIPX
3.47%
4.87%
0.75%
13.44%
5.37%
6.40%
PEYAX
2.90%
3.41%
0.07%
17.08%
7.25%
7.32%
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VEIPX vs. PEYAX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is lower than PEYAX's 0.88% expense ratio.
Risk-Adjusted Performance
VEIPX vs. PEYAX — Risk-Adjusted Performance Rank
VEIPX
PEYAX
VEIPX vs. PEYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) and Putnam Large Cap Value Fund (PEYAX). 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
VEIPX vs. PEYAX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.72%, more than PEYAX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.72% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
PEYAX Putnam Large Cap Value Fund | 1.11% | 1.14% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 2.57% | 10.86% |
Drawdowns
VEIPX vs. PEYAX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -56.84%, which is greater than PEYAX's maximum drawdown of -49.46%. Use the drawdown chart below to compare losses from any high point for VEIPX and PEYAX. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. PEYAX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 10.26% compared to Putnam Large Cap Value Fund (PEYAX) at 3.96%. This indicates that VEIPX's price experiences larger fluctuations and is considered to be riskier than PEYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.