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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$38.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.44
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PEQLX vs VIVAX Comparison Chart
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PEQLX vs. VIVAX commentary
Nov 14, 2024
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 PEQLX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQLX (34.9B). VIVAX pays higher dividends than PEQLX: VIVAX (2.25) vs PEQLX (1.43). PEQLX was incepted earlier than VIVAX: PEQLX (12 years) vs VIVAX (32 years). PEQLX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). PEQLX has a lower initial minimum investment than VIVAX: PEQLX (0) vs VIVAX (3000). PEQLX annual gain was more profitable for investors over the last year : 28.79 vs. VIVAX (27.17). PEQLX return over 5 years is better than : 57.16 vs. VIVAX (52.39).
| PEQLX | VIVAX | PEQLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 25.291 | 19.148 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 184B | 19% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 28.79 | 27.17 | 106% |
| Returns for 3 years | 20.60 | 22.68 | 91% |
| Returns for 5 years | 57.16 | 52.39 | 109% |
| Returns for 10 years | 92.24 | 114.10 | 81% |