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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$35.24
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets36.15B
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
PEQLX vs VIVAX Comparison Chart
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PEQLX vs. VIVAX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEQLX (36.2B). VIVAX pays higher dividends than PEQLX: VIVAX (2.08) vs PEQLX (1.23). PEQLX was incepted earlier than VIVAX: PEQLX (13 years) vs VIVAX (32 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 (10.00). 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 : 10.21 vs. PEQLX (7.80). VIVAX return over 5 years is better than : 64.65 vs. PEQLX (61.47).
| 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 | 32 years | - |
| Gain YTD | 2.490 | 3.043 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2B | 195B | 19% |
| Annual Yield % from dividends | 1.23 | 2.08 | 59% |
| Returns for 1 year | 7.80 | 10.21 | 76% |
| Returns for 3 years | 25.51 | 24.24 | 105% |
| Returns for 5 years | 61.47 | 64.65 | 95% |
| Returns for 10 years | 90.45 | 111.18 | 81% |
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