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PEIYX vs VIVAX
PEIYX vs VIVAX Comparison
Open Charts PEIYX vs VIVAX
Putnam Large Cap Value Y
Price$33.90
Change-$1.45 (-4.10%)
VolumeN/A
Net Assets36.68B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PEIYX vs VIVAX Comparison Chart
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PEIYX vs. VIVAX commentary
Apr 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEIYX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEIYX (36.7B). VIVAX pays higher dividends than PEIYX: VIVAX (2.14) vs PEIYX (1.35). PEIYX was incepted earlier than VIVAX: PEIYX (27 years) vs VIVAX (32 years). PEIYX (0.63) is less costly to investors than VIVAX (0.17). PEIYX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (10.00). PEIYX has a lower initial minimum investment than VIVAX: PEIYX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. PEIYX (4.19). VIVAX (101.66) and PEIYX (100.98) have equivalent 5 years return.
| PEIYX | VIVAX | PEIYX / VIVAX | |
| Total Expense Ratio | 0.63 | 0.17 | 371% |
| Annual Report Gross Expense Ratio | 0.63 | 0.17 | 371% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 2.900 | 2.419 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7B | 195B | 19% |
| Annual Yield % from dividends | 1.35 | 2.14 | 63% |
| Returns for 1 year | 4.19 | 7.66 | 55% |
| Returns for 3 years | 17.81 | 17.34 | 103% |
| Returns for 5 years | 100.98 | 101.66 | 99% |
| Returns for 10 years | 86.84 | 106.90 | 81% |
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