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TRLCX vs VVIAX
TRLCX vs VVIAX Comparison
Open Charts TRLCX vs VVIAX
Nuveen Large Cap Value Retire
Price$23.69
Change-$0.02 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.28
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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TRLCX vs VVIAX Comparison Chart
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TRLCX vs. VVIAX commentary
Oct 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. TRLCX (7.08B). 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 : 27.96 vs. TRLCX (21.48). VVIAX return over 5 years is better than : 59.57 vs. TRLCX (46.42).
| 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 | 19.206 | 19.054 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 186B | 4% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 21.48 | 27.96 | 77% |
| Returns for 3 years | 7.56 | 26.40 | 29% |
| Returns for 5 years | 46.42 | 59.57 | 78% |
| Returns for 10 years | 45.66 | 130.60 | 35% |
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