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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$23.07
Change-$0.32 (-1.37%)
VolumeN/A
Net Assets6.79B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
TRLCX vs VIVAX Comparison Chart
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TRLCX vs. VIVAX 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 TRLCX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. TRLCX (6.79B). 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 : 13.43 vs. TRLCX (12.20). VIVAX return over 5 years is better than : 47.22 vs. TRLCX (32.45).
| 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 | 4.959 | 4.148 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 193B | 4% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 12.20 | 13.43 | 91% |
| Returns for 3 years | 14.38 | 23.92 | 60% |
| Returns for 5 years | 32.45 | 47.22 | 69% |
| Returns for 10 years | 35.47 | 105.56 | 34% |
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