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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$35.57
Change+$0.97 (+2.80%)
VolumeN/A
Net Assets36.23B
Vanguard Value Index I
Price$66.92
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
PEQLX vs VIVAX Comparison Chart
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PEQLX vs. VIVAX commentary
May 13, 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 PEQLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQLX (36.2B). VIVAX pays higher dividends than PEQLX: VIVAX (2.22) vs PEQLX (1.37). PEQLX was incepted earlier than VIVAX: PEQLX (13 years) vs VIVAX (33 years). PEQLX (0.64) is less costly to investors than VIVAX (0.17). PEQLX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQLX has a lower initial minimum investment than VIVAX: PEQLX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.23 vs. PEQLX (0.39). VIVAX return over 5 years is better than : 81.36 vs. PEQLX (76.81).
| PEQLX | VIVAX | PEQLX / VIVAX | |
| Total Expense Ratio | 0.64 | 0.17 | 376% |
| Annual Report Gross Expense Ratio | 0.64 | 0.17 | 376% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 0.629 | -0.685 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2B | 184B | 20% |
| Annual Yield % from dividends | 1.37 | 2.22 | 62% |
| Returns for 1 year | 0.39 | 4.23 | 9% |
| Returns for 3 years | 21.81 | 20.22 | 108% |
| Returns for 5 years | 76.81 | 81.36 | 94% |
| Returns for 10 years | 80.94 | 95.32 | 85% |