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TRLCX vs VVIAX
TRLCX vs VVIAX Comparison
Open Charts TRLCX vs VVIAX
Nuveen Large Cap Value Retire
Price$22.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets6.32B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
TRLCX vs VVIAX Comparison Chart
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TRLCX vs. VVIAX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. TRLCX (6.32B). VVIAX pays higher dividends than TRLCX: VVIAX (2.34) vs TRLCX (1.28). TRLCX was incepted earlier than VVIAX: TRLCX (23 years) vs VVIAX (25 years). TRLCX (0.66) is less costly to investors than VVIAX (0.05). TRLCX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). 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 : 4.59 vs. TRLCX (3.88). VVIAX return over 5 years is better than : 72.66 vs. TRLCX (57.85).
| 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 | 25 years | - |
| Gain YTD | 0.910 | -0.684 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 184B | 3% |
| Annual Yield % from dividends | 1.28 | 2.34 | 55% |
| Returns for 1 year | 3.88 | 4.59 | 84% |
| Returns for 3 years | 16.18 | 21.41 | 76% |
| Returns for 5 years | 57.85 | 72.66 | 80% |
| Returns for 10 years | 29.53 | 97.34 | 30% |
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