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PEQLX vs VVIAX
PEQLX vs VVIAX Comparison
Open Charts PEQLX vs VVIAX
Putnam Large Cap Value R5
Price$36.79
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets39.49B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PEQLX vs VVIAX Comparison Chart in %
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PEQLX vs. VVIAX commentary
Aug 08, 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: 196B vs. PEQLX (39.5B). VVIAX pays higher dividends than PEQLX: VVIAX (2.18) vs PEQLX (1.36). 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 : 10.51 vs. PEQLX (7.88). VVIAX return over 5 years is better than : 67.40 vs. PEQLX (62.34).
| 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 | 7.359 | 4.608 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 196B | 20% |
| Annual Yield % from dividends | 1.36 | 2.18 | 63% |
| Returns for 1 year | 7.88 | 10.51 | 75% |
| Returns for 3 years | 30.09 | 28.85 | 104% |
| Returns for 5 years | 62.34 | 67.40 | 93% |
| Returns for 10 years | 94.15 | 109.93 | 86% |
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