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PEQSX vs VVIAX
PEQSX vs VVIAX Comparison
Open Charts PEQSX vs VVIAX
Putnam Large Cap Value R6
Price$35.85
Change-$0.58 (-1.59%)
VolumeN/A
Net Assets36.25B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PEQSX vs VVIAX Comparison Chart
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PEQSX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PEQSX (36.3B). VVIAX pays higher dividends than PEQSX: VVIAX (2.36) vs PEQSX (1.52). PEQSX was incepted earlier than VVIAX: PEQSX (13 years) vs VVIAX (24 years). PEQSX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (10.00). PEQSX has a lower initial minimum investment than VVIAX: PEQSX (0) vs VVIAX (3000). VVIAX (13.46) and PEQSX (12.90) have marching annual gain over last year. VVIAX (47.22) and PEQSX (45.95) have equivalent 5 years return.
| PEQSX | VVIAX | PEQSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.943 | 4.164 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 193B | 19% |
| Annual Yield % from dividends | 1.52 | 2.36 | 64% |
| Returns for 1 year | 12.90 | 13.46 | 96% |
| Returns for 3 years | 24.35 | 23.94 | 102% |
| Returns for 5 years | 45.95 | 47.22 | 97% |
| Returns for 10 years | 87.91 | 105.55 | 83% |
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