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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$21.67
Change-$1.00 (-4.41%)
VolumeN/A
Net Assets6.56B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
TRLCX vs VIVAX Comparison Chart
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TRLCX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TRLCX (6.56B). VIVAX pays higher dividends than TRLCX: VIVAX (2.14) vs TRLCX (1.24). TRLCX was incepted earlier than VIVAX: TRLCX (23 years) vs VIVAX (32 years). TRLCX (0.66) is less costly to investors than VIVAX (0.17). 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 : 7.66 vs. TRLCX (5.98). VIVAX return over 5 years is better than : 101.66 vs. TRLCX (85.56).
| 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 | 32 years | - |
| Gain YTD | 3.139 | 2.419 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 195B | 3% |
| Annual Yield % from dividends | 1.24 | 2.14 | 58% |
| Returns for 1 year | 5.98 | 7.66 | 78% |
| Returns for 3 years | 9.33 | 17.34 | 54% |
| Returns for 5 years | 85.56 | 101.66 | 84% |
| Returns for 10 years | 33.70 | 106.90 | 32% |
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