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TRLCX vs VVIAX
TRLCX vs VVIAX Comparison
Open Charts TRLCX vs VVIAX
Nuveen Large Cap Value Retire
Price$22.53
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets6.56B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
TRLCX vs VVIAX Comparison Chart
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TRLCX vs. VVIAX commentary
Apr 03, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. TRLCX (6.56B). VVIAX pays higher dividends than TRLCX: VVIAX (2.26) vs TRLCX (1.24). TRLCX was incepted earlier than VVIAX: TRLCX (23 years) vs VVIAX (24 years). TRLCX (0.66) is less costly to investors than VVIAX (0.05). 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 : 6.58 vs. TRLCX (4.98). VVIAX return over 5 years is better than : 97.80 vs. TRLCX (81.43).
| TRLCX | VVIAX | TRLCX / VVIAX | |
| Total Expense Ratio | 0.66 | 0.05 | 1,320% |
| Annual Report Gross Expense Ratio | 0.66 | 0.05 | 1,320% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.639 | 2.057 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 195B | 3% |
| Annual Yield % from dividends | 1.24 | 2.26 | 55% |
| Returns for 1 year | 4.98 | 6.58 | 76% |
| Returns for 3 years | 8.70 | 16.66 | 52% |
| Returns for 5 years | 81.43 | 97.80 | 83% |
| Returns for 10 years | 33.78 | 107.52 | 31% |
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