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PEQLX vs VVIAX
PEQLX vs VVIAX Comparison
Open Charts PEQLX vs VVIAX
Putnam Large Cap Value R5
Price$35.57
Change+$0.97 (+2.80%)
VolumeN/A
Net Assets36.23B
Vanguard Value Index Adm
Price$66.90
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
PEQLX vs VVIAX Comparison Chart
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PEQLX vs. VVIAX commentary
May 13, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEQLX (36.2B). VVIAX pays higher dividends than PEQLX: VVIAX (2.34) vs PEQLX (1.37). PEQLX was incepted earlier than VVIAX: PEQLX (13 years) vs VVIAX (25 years). PEQLX (0.64) is less costly to investors than VVIAX (0.05). PEQLX is a more actively managed with annual turnover of: 16.00 vs. VVIAX (9.00). PEQLX has a lower initial minimum investment than VVIAX: PEQLX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.24 vs. PEQLX (0.39). VVIAX return over 5 years is better than : 81.38 vs. PEQLX (76.81).
| PEQLX | VVIAX | PEQLX / VVIAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 0.629 | -0.684 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2B | 184B | 20% |
| Annual Yield % from dividends | 1.37 | 2.34 | 58% |
| Returns for 1 year | 0.39 | 4.24 | 9% |
| Returns for 3 years | 21.81 | 20.22 | 108% |
| Returns for 5 years | 76.81 | 81.38 | 94% |
| Returns for 10 years | 80.94 | 95.28 | 85% |