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PEQLX vs VVIAX
PEQLX vs VVIAX Comparison
Open Charts PEQLX vs VVIAX
Putnam Large Cap Value R5
Price$38.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PEQLX vs VVIAX Comparison Chart
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PEQLX vs. VVIAX commentary
Nov 22, 2024
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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEQLX (34.7B). VVIAX pays higher dividends than PEQLX: VVIAX (2.36) vs PEQLX (1.43). PEQLX was incepted earlier than VVIAX: PEQLX (12 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). PEQLX annual gain was more profitable for investors over the last year : 28.05 vs. VVIAX (26.09). PEQLX return over 5 years is better than : 57.40 vs. VVIAX (53.09).
| PEQLX | VVIAX | PEQLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 25.193 | 19.672 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.7B | 184B | 19% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 28.05 | 26.09 | 108% |
| Returns for 3 years | 21.72 | 24.77 | 88% |
| Returns for 5 years | 57.40 | 53.09 | 108% |
| Returns for 10 years | 89.39 | 112.26 | 80% |