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PEQRX vs VVIAX
PEQRX vs VVIAX Comparison
Open Charts PEQRX vs VVIAX
Putnam Large Cap Value R
Price$32.90
Change+$2.08 (+6.75%)
VolumeN/A
Net Assets32.41B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
PEQRX vs VVIAX Comparison Chart
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PEQRX vs. VVIAX commentary
Apr 11, 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: 191B vs. PEQRX (32.4B). VVIAX pays higher dividends than PEQRX: VVIAX (2.26) vs PEQRX (0.90). PEQRX was incepted earlier than VVIAX: PEQRX (22 years) vs VVIAX (24 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 (10.00). 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 : -4.28 vs. PEQRX (-8.60). VVIAX return over 5 years is better than : 58.34 vs. PEQRX (52.11).
| 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 | 24 years | - |
| Gain YTD | -9.314 | -9.136 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 191B | 17% |
| Annual Yield % from dividends | 0.90 | 2.26 | 40% |
| Returns for 1 year | -8.60 | -4.28 | 201% |
| Returns for 3 years | 2.23 | 3.06 | 73% |
| Returns for 5 years | 52.11 | 58.34 | 89% |
| Returns for 10 years | 56.87 | 81.52 | 70% |