VGRIX vs. PEYAX
Compare and contrast key facts about JPMorgan U.S. Value Fund (VGRIX) and Putnam Large Cap Value Fund (PEYAX).
VGRIX is managed by JPMorgan Chase. It was launched on Sep 23, 1987. 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: VGRIX or PEYAX.
Correlation
The correlation between VGRIX and PEYAX is 0.94, 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
VGRIX vs. PEYAX - Performance Comparison
Key characteristics
VGRIX:
1.23
PEYAX:
1.14
VGRIX:
1.77
PEYAX:
1.48
VGRIX:
1.22
PEYAX:
1.22
VGRIX:
1.47
PEYAX:
1.12
VGRIX:
7.45
PEYAX:
6.30
VGRIX:
1.80%
PEYAX:
2.13%
VGRIX:
10.86%
PEYAX:
11.75%
VGRIX:
-67.22%
PEYAX:
-50.96%
VGRIX:
-9.11%
PEYAX:
-11.92%
Returns By Period
The year-to-date returns for both stocks are quite close, with VGRIX having a 12.51% return and PEYAX slightly lower at 12.06%. Both investments have delivered pretty close results over the past 10 years, with VGRIX having a 6.69% annualized return and PEYAX not far behind at 6.64%.
VGRIX
12.51%
-6.79%
4.37%
12.66%
8.96%
6.69%
PEYAX
12.06%
-9.76%
-1.57%
12.46%
6.34%
6.64%
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VGRIX vs. PEYAX - Expense Ratio Comparison
VGRIX has a 0.94% expense ratio, which is higher than PEYAX's 0.88% expense ratio.
Risk-Adjusted Performance
VGRIX vs. PEYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Value Fund (VGRIX) 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
VGRIX vs. PEYAX - Dividend Comparison
VGRIX's dividend yield for the trailing twelve months is around 1.25%, more than PEYAX's 0.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRIX JPMorgan U.S. Value Fund | 1.25% | 1.39% | 1.25% | 0.94% | 1.29% | 1.44% | 1.80% | 1.16% | 1.29% | 1.31% | 1.20% | 1.04% |
PEYAX Putnam Large Cap Value Fund | 0.83% | 1.43% | 1.88% | 1.16% | 1.50% | 1.35% | 1.85% | 1.55% | 1.42% | 1.46% | 9.72% | 9.82% |
Drawdowns
VGRIX vs. PEYAX - Drawdown Comparison
The maximum VGRIX drawdown since its inception was -67.22%, which is greater than PEYAX's maximum drawdown of -50.96%. Use the drawdown chart below to compare losses from any high point for VGRIX and PEYAX. For additional features, visit the drawdowns tool.
Volatility
VGRIX vs. PEYAX - Volatility Comparison
The current volatility for JPMorgan U.S. Value Fund (VGRIX) is 3.74%, while Putnam Large Cap Value Fund (PEYAX) has a volatility of 6.33%. This indicates that VGRIX experiences smaller price fluctuations and is considered to be less risky than PEYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.