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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$23.81
Change+$0.23 (+0.98%)
VolumeN/A
Net Assets6.35B
Vanguard Value Index I
Price$69.68
Change+$0.70 (+1.01%)
VolumeN/A
Net Assets188.77B
TRLCX vs VIVAX Comparison Chart in %
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TRLCX vs. VIVAX commentary
Jul 02, 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: 189B vs. TRLCX (6.35B). 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 annual gain was more profitable for investors over the last year : 10.71 vs. TRLCX (9.81). VIVAX return over 5 years is better than : 77.19 vs. TRLCX (62.68).
| 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 | 6.870 | 4.467 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 189B | 3% |
| Annual Yield % from dividends | 1.18 | 2.06 | 57% |
| Returns for 1 year | 9.81 | 10.71 | 92% |
| Returns for 3 years | 29.44 | 32.94 | 89% |
| Returns for 5 years | 62.68 | 77.19 | 81% |
| Returns for 10 years | 39.68 | 111.23 | 36% |
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