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PEQLX vs VVIAX
PEQLX vs VVIAX Comparison
Open Charts PEQLX vs VVIAX
Putnam Large Cap Value R5
Price$31.22
Change-$0.46 (-1.45%)
VolumeN/A
Net Assets32.9B
Vanguard Value Index Adm
Price$59.99
Change-$0.77 (-1.27%)
VolumeN/A
Net Assets190.51B
PEQLX vs VVIAX Comparison Chart
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PEQLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. PEQLX (32.9B). VVIAX pays higher dividends than PEQLX: VVIAX (2.26) vs PEQLX (1.33). PEQLX was incepted earlier than VVIAX: PEQLX (13 years) vs VVIAX (24 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 (10.00). 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 : -2.91 vs. PEQLX (-6.64). VVIAX (60.38) and PEQLX (58.43) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | -7.864 | -7.970 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 191B | 17% |
| Annual Yield % from dividends | 1.33 | 2.26 | 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 | 83.85 | 79% |
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