Interact to see
Advertisement
Advertisement
TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$23.56
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets6.29B
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
TRLCX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRLCX vs. VIVAX commentary
Aug 10, 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: 196B vs. TRLCX (6.29B). VIVAX pays higher dividends than TRLCX: VIVAX (2.06) vs TRLCX (1.18). 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 (9.20) and TRLCX (9.03) have marching annual gain over last year. VIVAX return over 5 years is better than : 68.23 vs. TRLCX (52.76).
| 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 | 7.188 | 5.134 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 196B | 3% |
| Annual Yield % from dividends | 1.18 | 2.06 | 58% |
| Returns for 1 year | 9.03 | 9.20 | 98% |
| Returns for 3 years | 23.66 | 29.29 | 81% |
| Returns for 5 years | 52.76 | 68.23 | 77% |
| Returns for 10 years | 41.58 | 113.03 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BOPCX | 15.71 | 0.10 | +0.64% |
| Sterling Capital Special Opps C | |||
| AMRMX | 60.29 | 0.28 | +0.47% |
| American Funds American Mutual A | |||
| FRCSX | 60.09 | 0.23 | +0.38% |
| Franklin Small Cap Value R6 | |||
| LMBMX | 13.98 | 0.03 | +0.22% |
| Franklin U.S. Small Cap Equity IS | |||
| NIQCX | 14.67 | 0.03 | +0.20% |
| Neuberger Berman International Eq C | |||