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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$22.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets6.32B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
TRLCX vs VIVAX Comparison Chart
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TRLCX vs. VIVAX commentary
May 12, 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 TRLCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. TRLCX (6.32B). VIVAX pays higher dividends than TRLCX: VIVAX (2.22) vs TRLCX (1.28). TRLCX was incepted earlier than VIVAX: TRLCX (23 years) vs VIVAX (33 years). TRLCX (0.66) is less costly to investors than VIVAX (0.17). TRLCX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). 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 : 4.58 vs. TRLCX (3.88). VIVAX return over 5 years is better than : 72.65 vs. TRLCX (57.85).
| TRLCX | VIVAX | TRLCX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.910 | -0.685 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 184B | 3% |
| Annual Yield % from dividends | 1.28 | 2.22 | 58% |
| Returns for 1 year | 3.88 | 4.58 | 85% |
| Returns for 3 years | 16.18 | 21.42 | 76% |
| Returns for 5 years | 57.85 | 72.65 | 80% |
| Returns for 10 years | 29.53 | 97.37 | 30% |
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