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.
Performance
VEIPX vs. PEYAX - Performance Comparison
Returns By Period
In the year-to-date period, VEIPX achieves a 17.26% return, which is significantly lower than PEYAX's 24.18% return. Over the past 10 years, VEIPX has outperformed PEYAX with an annualized return of 9.66%, while PEYAX has yielded a comparatively lower 7.79% annualized return.
VEIPX
17.26%
-0.50%
7.27%
20.09%
9.89%
9.66%
PEYAX
24.18%
0.50%
8.61%
27.28%
9.40%
7.79%
Key characteristics
| VEIPX | PEYAX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 2.61 |
| Sortino Ratio | 2.26 | 3.46 |
| Omega Ratio | 1.33 | 1.47 |
| Calmar Ratio | 3.30 | 3.61 |
| Martin Ratio | 8.09 | 19.65 |
| Ulcer Index | 2.41% | 1.42% |
| Daily Std Dev | 11.37% | 10.68% |
| Max Drawdown | -54.12% | -50.96% |
| Current Drawdown | -1.68% | -1.38% |
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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.
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.
Risk-Adjusted Performance
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 2.73%, more than PEYAX's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.73% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
PEYAX Putnam Large Cap Value Fund | 1.20% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 1.46% | 9.72% | 9.82% |
Drawdowns
VEIPX vs. PEYAX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than PEYAX's maximum drawdown of -50.96%. 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) and Putnam Large Cap Value Fund (PEYAX) have volatilities of 3.59% and 3.46%, 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.