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PEQLX vs VIVIX
PEQLX vs VIVIX Comparison
Open Charts PEQLX vs VIVIX
Putnam Large Cap Value R5
Price$31.22
Change-$0.46 (-1.45%)
VolumeN/A
Net Assets32.9B
Vanguard Value Index I
Price$59.98
Change-$0.78 (-1.28%)
VolumeN/A
Net Assets190.51B
PEQLX vs VIVIX Comparison Chart
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PEQLX vs. VIVIX commentary
Apr 10, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PEQLX (32.9B). VIVIX pays higher dividends than PEQLX: VIVIX (2.27) vs PEQLX (1.33). PEQLX was incepted earlier than VIVIX: PEQLX (13 years) vs VIVIX (27 years). PEQLX (0.64) is less costly to investors than VIVIX (0.04). PEQLX is a more actively managed with annual turnover of: 16.00 vs. VIVIX (10.00). PEQLX has a lower initial minimum investment than VIVIX: PEQLX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -2.91 vs. PEQLX (-6.64). VIVIX (60.38) and PEQLX (58.43) have equivalent 5 years return.
| PEQLX | VIVIX | PEQLX / VIVIX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -7.864 | -7.956 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 191B | 17% |
| Annual Yield % from dividends | 1.33 | 2.27 | 59% |
| Returns for 1 year | -6.64 | -2.91 | 228% |
| Returns for 3 years | 5.35 | 4.39 | 122% |
| Returns for 5 years | 58.43 | 60.38 | 97% |
| Returns for 10 years | 66.13 | 83.86 | 79% |