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PEQRX vs VIVIX
PEQRX vs VIVIX Comparison
Open Charts PEQRX vs VIVIX
Putnam Large Cap Value R
Price$35.05
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets34.91B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
PEQRX vs VIVIX Comparison Chart
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PEQRX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PEQRX (34.9B). VIVIX pays higher dividends than PEQRX: VIVIX (2.37) vs PEQRX (1.05). PEQRX was incepted earlier than VIVIX: PEQRX (22 years) vs VIVIX (27 years). PEQRX is a more actively managed with annual turnover of: 12.00 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 : 18.21 vs. PEQRX (16.68). VIVIX return over 5 years is better than : 44.19 vs. PEQRX (38.62).
| PEQRX | VIVIX | PEQRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 2.876 | 3.211 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 184B | 19% |
| Annual Yield % from dividends | 1.05 | 2.37 | 45% |
| Returns for 1 year | 16.68 | 18.21 | 92% |
| Returns for 3 years | 17.17 | 18.46 | 93% |
| Returns for 5 years | 38.62 | 44.19 | 87% |
| Returns for 10 years | 86.68 | 111.13 | 78% |
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