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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$35.91
Change+$0.33 (+0.93%)
VolumeN/A
Net Assets37.83B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
PEQLX vs VIVAX Comparison Chart
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PEQLX vs. VIVAX commentary
Jun 07, 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: 189B vs. PEQLX (37.8B). VIVAX pays higher dividends than PEQLX: VIVAX (2.16) vs PEQLX (1.32). 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 : 6.81 vs. PEQLX (3.08). VIVAX return over 5 years is better than : 58.70 vs. PEQLX (54.15).
| 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 | 3.479 | 1.238 | 281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8B | 189B | 20% |
| Annual Yield % from dividends | 1.32 | 2.16 | 61% |
| Returns for 1 year | 3.08 | 6.81 | 45% |
| Returns for 3 years | 20.39 | 18.51 | 110% |
| Returns for 5 years | 54.15 | 58.70 | 92% |
| Returns for 10 years | 88.24 | 102.90 | 86% |
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