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TRLIX vs VIVAX
TRLIX vs VIVAX Comparison
Open Charts TRLIX vs VIVAX
Nuveen Large Cap Value R6
Price$21.78
Change-$1.01 (-4.43%)
VolumeN/A
Net Assets6.61B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
TRLIX vs VIVAX Comparison Chart
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TRLIX vs. VIVAX commentary
Apr 04, 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 TRLIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TRLIX (6.61B). VIVAX pays higher dividends than TRLIX: VIVAX (2.14) vs TRLIX (1.42). TRLIX was incepted earlier than VIVAX: TRLIX (23 years) vs VIVAX (32 years). TRLIX (0.41) is less costly to investors than VIVAX (0.17). TRLIX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than TRLIX: VIVAX (3000) vs TRLIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. TRLIX (6.29). VIVAX return over 5 years is better than : 101.66 vs. TRLIX (87.63).
| TRLIX | VIVAX | TRLIX / VIVAX | |
| Total Expense Ratio | 0.41 | 0.17 | 241% |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 3.216 | 2.419 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.61B | 195B | 3% |
| Annual Yield % from dividends | 1.42 | 2.14 | 67% |
| Returns for 1 year | 6.29 | 7.66 | 82% |
| Returns for 3 years | 9.96 | 17.34 | 57% |
| Returns for 5 years | 87.63 | 101.66 | 86% |
| Returns for 10 years | 35.45 | 106.90 | 33% |
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