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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$33.90
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PEQRX vs VIVAX Comparison Chart
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PEQRX vs. VIVAX commentary
Dec 19, 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 PEQRX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEQRX (34.1B). VIVAX pays higher dividends than PEQRX: VIVAX (2.25) vs PEQRX (1.05). PEQRX was incepted earlier than VIVAX: PEQRX (22 years) vs VIVAX (32 years). PEQRX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). PEQRX has a lower initial minimum investment than VIVAX: PEQRX (0) vs VIVAX (3000). VIVAX (16.42) and PEQRX (16.05) have marching annual gain over last year. VIVAX return over 5 years is better than : 44.64 vs. PEQRX (37.08).
| PEQRX | VIVAX | PEQRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 14.718 | 16.008 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1B | 195B | 17% |
| Annual Yield % from dividends | 1.05 | 2.25 | 47% |
| Returns for 1 year | 16.05 | 16.42 | 98% |
| Returns for 3 years | 19.73 | 20.48 | 96% |
| Returns for 5 years | 37.08 | 44.64 | 83% |
| Returns for 10 years | 66.86 | 104.82 | 64% |
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