Ad is loading...
PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$35.05
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets34.91B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
PEQRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEQRX vs. VIVAX commentary
Jan 19, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQRX (34.9B). 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 annual gain was more profitable for investors over the last year : 18.19 vs. PEQRX (16.68). VIVAX return over 5 years is better than : 44.18 vs. PEQRX (38.62).
| 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 | 2.876 | 3.194 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 184B | 19% |
| Annual Yield % from dividends | 1.05 | 2.25 | 47% |
| Returns for 1 year | 16.68 | 18.19 | 92% |
| Returns for 3 years | 17.17 | 18.46 | 93% |
| Returns for 5 years | 38.62 | 44.18 | 87% |
| Returns for 10 years | 86.68 | 111.10 | 78% |