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PEQRX vs VVIAX
PEQRX vs VVIAX Comparison
Open Charts PEQRX vs VVIAX
Putnam Large Cap Value R
Price$38.09
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets42.14B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
PEQRX vs VVIAX Comparison Chart in %
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PEQRX vs. VVIAX commentary
Oct 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. PEQRX (42.1B). VVIAX pays higher dividends than PEQRX: VVIAX (2.08) vs PEQRX (0.67). PEQRX was incepted earlier than VVIAX: PEQRX (23 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 : 4.64 vs. PEQRX (2.74). VVIAX return over 5 years is better than : 71.80 vs. PEQRX (62.64).
| 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 | 23 years | 25 years | - |
| Gain YTD | 12.371 | 9.746 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 208B | 20% |
| Annual Yield % from dividends | 0.67 | 2.08 | 32% |
| Returns for 1 year | 2.74 | 4.64 | 59% |
| Returns for 3 years | 40.20 | 43.00 | 93% |
| Returns for 5 years | 62.64 | 71.80 | 87% |
| Returns for 10 years | 103.48 | 129.42 | 80% |
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