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TRLWX vs VIVAX
TRLWX vs VIVAX Comparison
Open Charts TRLWX vs VIVAX
Nuveen Large Cap Value W
Price$23.21
Change-$0.07 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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TRLWX vs VIVAX Comparison Chart
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TRLWX vs. VIVAX commentary
Sep 21, 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 TRLWX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. TRLWX (6.85B). VIVAX pays higher dividends than TRLWX: VIVAX (2.25) vs TRLWX (1.98). TRLWX was incepted earlier than VIVAX: TRLWX (6 years) vs VIVAX (32 years). TRLWX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (10.00). TRLWX has a lower initial minimum investment than VIVAX: TRLWX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. TRLWX (18.10). VIVAX return over 5 years is better than : 55.44 vs. TRLWX (46.03).
| TRLWX | VIVAX | TRLWX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 16.341 | 16.261 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 183B | 4% |
| Annual Yield % from dividends | 1.98 | 2.25 | 88% |
| Returns for 1 year | 18.10 | 23.98 | 75% |
| Returns for 3 years | 10.63 | 28.28 | 38% |
| Returns for 5 years | 46.03 | 55.44 | 83% |
| Returns for 10 years | N/A | 113.95 | - |
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