Ad is loading...
Ad is loading...
PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$37.42
Change-$0.21 (-0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PEQRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEQRX vs. VIVAX commentary
Nov 18, 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 StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQRX (34.6B). 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). PEQRX annual gain was more profitable for investors over the last year : 26.89 vs. VIVAX (25.55). PEQRX (51.45) and VIVAX (50.81) have equivalent 5 years return.
| 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 | 23.392 | 17.912 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 184B | 19% |
| Annual Yield % from dividends | 1.05 | 2.25 | 47% |
| Returns for 1 year | 26.89 | 25.55 | 105% |
| Returns for 3 years | 17.57 | 21.58 | 81% |
| Returns for 5 years | 51.45 | 50.81 | 101% |
| Returns for 10 years | 81.15 | 110.46 | 73% |
View a ticker or compare two or three
VS
VS
Ad is loading...