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PEQSX vs VIVIX
PEQSX vs VIVIX Comparison
Open Charts PEQSX vs VIVIX
Putnam Large Cap Value R6
Price$35.85
Change-$0.58 (-1.59%)
VolumeN/A
Net Assets36.25B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
PEQSX vs VIVIX Comparison Chart
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PEQSX vs. VIVIX commentary
Feb 23, 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 PEQSX is a Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. PEQSX (36.3B). VIVIX pays higher dividends than PEQSX: VIVIX (2.37) vs PEQSX (1.52). PEQSX was incepted earlier than VIVIX: PEQSX (13 years) vs VIVIX (27 years). PEQSX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (10.00). PEQSX has a lower initial minimum investment than VIVIX: PEQSX (0) vs VIVIX (5000000). VIVIX (13.44) and PEQSX (12.90) have marching annual gain over last year. VIVIX (47.20) and PEQSX (45.95) have equivalent 5 years return.
| PEQSX | VIVIX | PEQSX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 3.943 | 4.165 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 193B | 19% |
| Annual Yield % from dividends | 1.52 | 2.37 | 64% |
| Returns for 1 year | 12.90 | 13.44 | 96% |
| Returns for 3 years | 24.35 | 23.92 | 102% |
| Returns for 5 years | 45.95 | 47.20 | 97% |
| Returns for 10 years | 87.91 | 105.52 | 83% |
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