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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$34.55
Change+$0.31 (+0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
PEQLX vs VIVAX Comparison Chart
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PEQLX vs. VIVAX commentary
Dec 23, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEQLX (33.6B). 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). VIVAX (15.15) and PEQLX (14.52) have marching annual gain over last year. VIVAX return over 5 years is better than : 41.35 vs. PEQLX (37.66).
| 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 | 13.373 | 14.000 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6B | 195B | 17% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 14.52 | 15.15 | 96% |
| Returns for 3 years | 19.03 | 18.25 | 104% |
| Returns for 5 years | 37.66 | 41.35 | 91% |
| Returns for 10 years | 70.02 | 99.53 | 70% |