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TRLCX vs VVIAX
TRLCX vs VVIAX Comparison
Open Charts TRLCX vs VVIAX
Nuveen Large Cap Value Retire
Price$22.69
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets6.8B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
TRLCX vs VVIAX Comparison Chart
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TRLCX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. TRLCX (6.8B). VVIAX pays higher dividends than TRLCX: VVIAX (2.36) vs TRLCX (1.39). TRLCX was incepted earlier than VVIAX: TRLCX (22 years) vs VVIAX (24 years). TRLCX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (10.00). TRLCX has a lower initial minimum investment than VVIAX: TRLCX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. TRLCX (16.69). VVIAX return over 5 years is better than : 44.18 vs. TRLCX (29.08).
| TRLCX | VVIAX | TRLCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.230 | 3.195 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 184B | 4% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 16.69 | 18.18 | 92% |
| Returns for 3 years | 8.41 | 18.46 | 46% |
| Returns for 5 years | 29.08 | 44.18 | 66% |
| Returns for 10 years | 40.43 | 111.13 | 36% |
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