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PEQRX vs VVIAX
PEQRX vs VVIAX Comparison
Open Charts PEQRX vs VVIAX
Putnam Large Cap Value R
Price$35.10
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets37.83B
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
PEQRX vs VVIAX Comparison Chart
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PEQRX vs. VVIAX commentary
Jun 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PEQRX (37.8B). VVIAX pays higher dividends than PEQRX: VVIAX (2.28) vs PEQRX (0.89). PEQRX was incepted earlier than VVIAX: PEQRX (22 years) vs VVIAX (25 years). PEQRX (1.13) is less costly to investors than VVIAX (0.05). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VVIAX (9.00). PEQRX has a lower initial minimum investment than VVIAX: PEQRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.91 vs. PEQRX (2.50). VVIAX return over 5 years is better than : 59.00 vs. PEQRX (50.27).
| PEQRX | VVIAX | PEQRX / VVIAX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.368 | 1.452 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8B | 189B | 20% |
| Annual Yield % from dividends | 0.89 | 2.28 | 39% |
| Returns for 1 year | 2.50 | 6.91 | 36% |
| Returns for 3 years | 20.00 | 20.08 | 100% |
| Returns for 5 years | 50.27 | 59.00 | 85% |
| Returns for 10 years | 80.92 | 103.66 | 78% |
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