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TRLCX vs VIVIX
TRLCX vs VIVIX Comparison
Open Charts TRLCX vs VIVIX
Nuveen Large Cap Value Retire
Price$22.69
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets6.8B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
TRLCX vs VIVIX Comparison Chart
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TRLCX vs. VIVIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. TRLCX (6.8B). VIVIX pays higher dividends than TRLCX: VIVIX (2.37) vs TRLCX (1.39). TRLCX was incepted earlier than VIVIX: TRLCX (22 years) vs VIVIX (27 years). TRLCX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (10.00). 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 : 18.21 vs. TRLCX (16.69). VIVIX return over 5 years is better than : 44.19 vs. TRLCX (29.08).
| TRLCX | VIVIX | TRLCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 3.230 | 3.211 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 184B | 4% |
| Annual Yield % from dividends | 1.39 | 2.37 | 59% |
| Returns for 1 year | 16.69 | 18.21 | 92% |
| Returns for 3 years | 8.41 | 18.46 | 46% |
| Returns for 5 years | 29.08 | 44.19 | 66% |
| Returns for 10 years | 40.43 | 111.13 | 36% |
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