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TRLCX vs VIVIX
TRLCX vs VIVIX Comparison
Open Charts TRLCX vs VIVIX
Nuveen Large Cap Value Retire
Price$22.88
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets6.31B
Vanguard Value Index I
Price$67.51
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
TRLCX vs VIVIX Comparison Chart in %
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TRLCX vs. VIVIX commentary
Jun 20, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. TRLCX (6.31B). VIVIX pays higher dividends than TRLCX: VIVIX (2.29) vs TRLCX (1.23). 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 (6.94) and TRLCX (6.86) have marching annual gain over last year. VIVIX return over 5 years is better than : 70.82 vs. TRLCX (56.31).
| 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 | 4.095 | 2.270 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.31B | 189B | 3% |
| Annual Yield % from dividends | 1.23 | 2.29 | 54% |
| Returns for 1 year | 6.86 | 6.94 | 99% |
| Returns for 3 years | 30.48 | 35.45 | 86% |
| Returns for 5 years | 56.31 | 70.82 | 80% |
| Returns for 10 years | 33.04 | 103.30 | 32% |
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