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PEQRX vs VIVIX
PEQRX vs VIVIX Comparison
Open Charts PEQRX vs VIVIX
Putnam Large Cap Value R
Price$32.46
Change+$0.46 (+1.44%)
VolumeN/A
Net Assets34.18B
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
PEQRX vs VIVIX Comparison Chart
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PEQRX vs. VIVIX commentary
Apr 15, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PEQRX (34.2B). VIVIX pays higher dividends than PEQRX: VIVIX (2.27) vs PEQRX (0.90). PEQRX was incepted earlier than VIVIX: PEQRX (22 years) vs VIVIX (27 years). PEQRX (1.13) is less costly to investors than VIVIX (0.04). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VIVIX (10.00). PEQRX has a lower initial minimum investment than VIVIX: PEQRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.23 vs. PEQRX (-2.71). VIVIX return over 5 years is better than : 66.77 vs. PEQRX (60.20).
| PEQRX | VIVIX | PEQRX / VIVIX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -4.489 | -4.290 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.2B | 191B | 18% |
| Annual Yield % from dividends | 0.90 | 2.27 | 39% |
| Returns for 1 year | -2.71 | 2.23 | -121% |
| Returns for 3 years | 9.22 | 9.75 | 95% |
| Returns for 5 years | 60.20 | 66.77 | 90% |
| Returns for 10 years | 65.76 | 91.47 | 72% |
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