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PEQLX vs VVIAX
PEQLX vs VVIAX Comparison
Open Charts PEQLX vs VVIAX
Putnam Large Cap Value R5
Price$35.89
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets35.48B
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
PEQLX vs VVIAX Comparison Chart
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PEQLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEQLX (35.5B). VVIAX pays higher dividends than PEQLX: VVIAX (2.36) vs PEQLX (1.43). PEQLX was incepted earlier than VVIAX: PEQLX (13 years) vs VVIAX (24 years). PEQLX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (10.00). PEQLX has a lower initial minimum investment than VVIAX: PEQLX (0) vs VVIAX (3000). VVIAX (17.28) and PEQLX (16.94) have marching annual gain over last year. VVIAX (47.22) and PEQLX (46.32) have equivalent 5 years return.
| PEQLX | VVIAX | PEQLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.999 | 3.967 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5B | 184B | 19% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 16.94 | 17.28 | 98% |
| Returns for 3 years | 24.14 | 22.82 | 106% |
| Returns for 5 years | 46.32 | 47.22 | 98% |
| Returns for 10 years | 93.81 | 110.24 | 85% |