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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$36.79
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets39.49B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PEQLX vs VIVAX Comparison Chart in %
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PEQLX vs. VIVAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PEQLX (39.5B). VIVAX pays higher dividends than PEQLX: VIVAX (2.06) vs PEQLX (1.36). 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 : 10.52 vs. PEQLX (7.88). VIVAX return over 5 years is better than : 67.38 vs. PEQLX (62.34).
| 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 | 7.359 | 4.604 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 196B | 20% |
| Annual Yield % from dividends | 1.36 | 2.06 | 66% |
| Returns for 1 year | 7.88 | 10.52 | 75% |
| Returns for 3 years | 30.09 | 28.85 | 104% |
| Returns for 5 years | 62.34 | 67.38 | 93% |
| Returns for 10 years | 94.15 | 109.96 | 86% |