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PEQSX vs VIVIX
PEQSX vs VIVIX Comparison
Open Charts PEQSX vs VIVIX
Putnam Large Cap Value R6
Price$32.83
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets34.1B
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
PEQSX vs VIVIX Comparison Chart
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PEQSX vs. VIVIX commentary
Apr 18, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PEQSX (34.1B). VIVIX pays higher dividends than PEQSX: VIVIX (2.27) vs PEQSX (1.43). PEQSX was incepted earlier than VIVIX: PEQSX (13 years) vs VIVIX (27 years). PEQSX (0.54) is less costly to investors than VIVIX (0.04). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVIX (10.00). PEQSX has a lower initial minimum investment than VIVIX: PEQSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.49 vs. PEQSX (-0.11). VIVIX (64.56) and PEQSX (62.84) have equivalent 5 years return.
| PEQSX | VIVIX | PEQSX / VIVIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.54 | 0.04 | 1,350% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -4.677 | -4.638 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1B | 191B | 18% |
| Annual Yield % from dividends | 1.43 | 2.27 | 63% |
| Returns for 1 year | -0.11 | 4.49 | -3% |
| Returns for 3 years | 9.79 | 9.29 | 105% |
| Returns for 5 years | 62.84 | 64.56 | 97% |
| Returns for 10 years | 72.97 | 90.25 | 81% |
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