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TRLIX vs VIVAX
TRLIX vs VIVAX Comparison
Open Charts TRLIX vs VIVAX
Nuveen Large Cap Value R6
Price$23.70
Change-$0.28 (-1.17%)
VolumeN/A
Net Assets6.51B
Vanguard Value Index I
Price$68.73
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
TRLIX vs VIVAX Comparison Chart in %
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TRLIX vs. VIVAX commentary
Jul 16, 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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TRLIX (6.51B). VIVAX pays higher dividends than TRLIX: VIVAX (2.06) vs TRLIX (1.36). TRLIX was incepted earlier than VIVAX: TRLIX (23 years) vs VIVAX (33 years). TRLIX (0.41) is less costly to investors than VIVAX (0.17). TRLIX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than TRLIX: VIVAX (3000) vs TRLIX (1000000). TRLIX annual gain was more profitable for investors over the last year : 8.89 vs. VIVAX (8.29). VIVAX return over 5 years is better than : 72.83 vs. TRLIX (60.12).
| 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 | 33 years | - |
| Gain YTD | 8.605 | 5.421 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 195B | 3% |
| Annual Yield % from dividends | 1.36 | 2.06 | 66% |
| Returns for 1 year | 8.89 | 8.29 | 107% |
| Returns for 3 years | 32.83 | 35.09 | 94% |
| Returns for 5 years | 60.12 | 72.83 | 83% |
| Returns for 10 years | 42.68 | 109.76 | 39% |
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