Ad is loading...
PEQSX vs VIVIX
PEQSX vs VIVIX Comparison
Open Charts PEQSX vs VIVIX
Putnam Large Cap Value R6
Price$34.91
Change+$0.26 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.83
Change+$0.56 (+0.85%)
VolumeN/A
CapitalizationN/A
PEQSX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEQSX vs. VIVIX commentary
Dec 25, 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 PEQSX is a Buy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PEQSX (33.7B). VIVIX pays higher dividends than PEQSX: VIVIX (2.37) vs PEQSX (1.52). PEQSX was incepted earlier than VIVIX: PEQSX (12 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). PEQSX (15.54) and VIVIX (15.46) have marching annual gain over last year. VIVIX (42.99) and PEQSX (42.71) 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 | 12 years | 27 years | - |
| Gain YTD | 14.712 | 14.743 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 195B | 17% |
| Annual Yield % from dividends | 1.52 | 2.37 | 64% |
| Returns for 1 year | 15.54 | 15.46 | 101% |
| Returns for 3 years | 19.07 | 18.30 | 104% |
| Returns for 5 years | 42.71 | 42.99 | 99% |
| Returns for 10 years | 85.90 | 100.53 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...