Ad is loading...
PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$35.86
Change-$0.58 (-1.59%)
VolumeN/A
Net Assets36.25B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PEQLX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEQLX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. PEQLX (36.3B). VIVAX pays higher dividends than PEQLX: VIVAX (2.25) vs PEQLX (1.43). PEQLX was incepted earlier than VIVAX: PEQLX (13 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). VIVAX (13.43) and PEQLX (12.78) have marching annual gain over last year. VIVAX (47.22) and PEQLX (45.27) have equivalent 5 years return.
| PEQLX | VIVAX | PEQLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 3.912 | 4.148 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 193B | 19% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 12.78 | 13.43 | 95% |
| Returns for 3 years | 24.04 | 23.92 | 100% |
| Returns for 5 years | 45.27 | 47.22 | 96% |
| Returns for 10 years | 86.67 | 105.56 | 82% |