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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$37.88
Change-$0.20 (-0.53%)
VolumeN/A
Net Assets41.9B
Vanguard Value Index I
Price$72.18
Change-$0.35 (-0.48%)
VolumeN/A
Net Assets202.84B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Sep 26, 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 PEQRX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PEQRX (41.9B). VIVAX pays higher dividends than PEQRX: VIVAX (1.99) vs PEQRX (0.90). PEQRX was incepted earlier than VIVAX: PEQRX (23 years) vs VIVAX (33 years). PEQRX (1.13) is less costly to investors than VIVAX (0.17). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQRX has a lower initial minimum investment than VIVAX: PEQRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.36 vs. PEQRX (5.45). VIVAX return over 5 years is better than : 81.15 vs. PEQRX (70.76).
| PEQRX | VIVAX | PEQRX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 12.342 | 9.844 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 203B | 21% |
| Annual Yield % from dividends | 0.90 | 1.99 | 45% |
| Returns for 1 year | 5.45 | 7.36 | 74% |
| Returns for 3 years | 46.46 | 49.09 | 95% |
| Returns for 5 years | 70.76 | 81.15 | 87% |
| Returns for 10 years | 119.98 | 147.75 | 81% |
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