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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$22.37
Change-$0.14 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
TRLCX vs VIVAX Comparison Chart
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TRLCX vs. VIVAX commentary
Dec 18, 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 TRLCX is a StrongSell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TRLCX (6.88B). VIVAX pays higher dividends than TRLCX: VIVAX (2.25) vs TRLCX (1.39). TRLCX was incepted earlier than VIVAX: TRLCX (22 years) vs VIVAX (32 years). TRLCX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (10.00). TRLCX has a lower initial minimum investment than VIVAX: TRLCX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. TRLCX (15.04). VIVAX return over 5 years is better than : 44.64 vs. TRLCX (29.91).
| TRLCX | VIVAX | TRLCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 13.827 | 16.008 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.88B | 195B | 4% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 15.04 | 16.42 | 92% |
| Returns for 3 years | 9.64 | 20.48 | 47% |
| Returns for 5 years | 29.91 | 44.64 | 67% |
| Returns for 10 years | 34.43 | 104.82 | 33% |
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