Ad is loading...
TRLCX vs VIVIX
TRLCX vs VIVIX Comparison
Open Charts TRLCX vs VIVIX
Nuveen Large Cap Value Retire
Price$22.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets6.32B
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
TRLCX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRLCX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. TRLCX (6.32B). VIVIX pays higher dividends than TRLCX: VIVIX (2.35) vs TRLCX (1.28). TRLCX was incepted earlier than VIVIX: TRLCX (23 years) vs VIVIX (27 years). TRLCX (0.66) is less costly to investors than VIVIX (0.04). TRLCX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). TRLCX has a lower initial minimum investment than VIVIX: TRLCX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.59 vs. TRLCX (3.88). VIVIX return over 5 years is better than : 72.66 vs. TRLCX (57.85).
| TRLCX | VIVIX | TRLCX / VIVIX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 0.910 | -0.669 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 184B | 3% |
| Annual Yield % from dividends | 1.28 | 2.35 | 54% |
| Returns for 1 year | 3.88 | 4.59 | 84% |
| Returns for 3 years | 16.18 | 21.42 | 76% |
| Returns for 5 years | 57.85 | 72.66 | 80% |
| Returns for 10 years | 29.53 | 97.34 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...