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PEQRX vs VVIAX
PEQRX vs VVIAX Comparison
Open Charts PEQRX vs VVIAX
Putnam Large Cap Value R
Price$37.42
Change-$0.21 (-0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
PEQRX vs VVIAX Comparison Chart
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PEQRX vs. VVIAX commentary
Nov 18, 2024
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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEQRX (34.6B). VVIAX pays higher dividends than PEQRX: VVIAX (2.36) vs PEQRX (1.05). PEQRX was incepted earlier than VVIAX: PEQRX (22 years) vs VVIAX (24 years). PEQRX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (10.00). PEQRX has a lower initial minimum investment than VVIAX: PEQRX (0) vs VVIAX (3000). PEQRX annual gain was more profitable for investors over the last year : 26.89 vs. VVIAX (25.54). PEQRX (51.45) and VVIAX (50.78) have equivalent 5 years return.
| PEQRX | VVIAX | PEQRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 23.392 | 17.922 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6B | 184B | 19% |
| Annual Yield % from dividends | 1.05 | 2.36 | 45% |
| Returns for 1 year | 26.89 | 25.54 | 105% |
| Returns for 3 years | 17.57 | 21.55 | 82% |
| Returns for 5 years | 51.45 | 50.78 | 101% |
| Returns for 10 years | 81.15 | 110.49 | 73% |