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PEQLX vs VIVIX
PEQLX vs VIVIX Comparison
Open Charts PEQLX vs VIVIX
Putnam Large Cap Value R5
Price$35.89
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets35.48B
Vanguard Value Index I
Price$68.65
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
PEQLX vs VIVIX Comparison Chart
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PEQLX vs. VIVIX commentary
Jan 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 Buy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PEQLX (35.5B). VIVIX pays higher dividends than PEQLX: VIVIX (2.37) vs PEQLX (1.43). PEQLX was incepted earlier than VIVIX: PEQLX (13 years) vs VIVIX (27 years). PEQLX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (10.00). PEQLX has a lower initial minimum investment than VIVIX: PEQLX (0) vs VIVIX (5000000). VIVIX (17.26) and PEQLX (16.94) have marching annual gain over last year. VIVIX (47.20) and PEQLX (46.32) have equivalent 5 years return.
| PEQLX | VIVIX | PEQLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 3.999 | 3.968 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5B | 184B | 19% |
| Annual Yield % from dividends | 1.43 | 2.37 | 61% |
| Returns for 1 year | 16.94 | 17.26 | 98% |
| Returns for 3 years | 24.14 | 22.80 | 106% |
| Returns for 5 years | 46.32 | 47.20 | 98% |
| Returns for 10 years | 93.81 | 110.21 | 85% |