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TRLCX vs VVIAX
TRLCX vs VVIAX Comparison
Open Charts TRLCX vs VVIAX
Nuveen Large Cap Value Retire
Price$23.07
Change-$0.32 (-1.37%)
VolumeN/A
Net Assets6.79B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
TRLCX vs VVIAX Comparison Chart
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TRLCX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. TRLCX (6.79B). 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 : 13.46 vs. TRLCX (12.20). VVIAX return over 5 years is better than : 47.22 vs. TRLCX (32.45).
| 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 | 4.959 | 4.164 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 193B | 4% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 12.20 | 13.46 | 91% |
| Returns for 3 years | 14.38 | 23.94 | 60% |
| Returns for 5 years | 32.45 | 47.22 | 69% |
| Returns for 10 years | 35.47 | 105.55 | 34% |
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