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PEQLX vs VIVAX
PEQLX vs VIVAX Comparison
Open Charts PEQLX vs VIVAX
Putnam Large Cap Value R5
Price$37.60
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets39.89B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PEQLX vs VIVAX Comparison Chart in %
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PEQLX vs. VIVAX commentary
Jul 07, 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 PEQLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEQLX (39.9B). VIVAX pays higher dividends than PEQLX: VIVAX (2.06) vs PEQLX (0.99). PEQLX was incepted earlier than VIVAX: PEQLX (13 years) vs VIVAX (33 years). PEQLX (0.64) is less costly to investors than VIVAX (0.17). PEQLX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQLX has a lower initial minimum investment than VIVAX: PEQLX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. PEQLX (8.44). VIVAX return over 5 years is better than : 80.14 vs. PEQLX (73.93).
| PEQLX | VIVAX | PEQLX / VIVAX | |
| Total Expense Ratio | 0.64 | 0.17 | 376% |
| Annual Report Gross Expense Ratio | 0.64 | 0.17 | 376% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 9.354 | 6.209 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9B | 189B | 21% |
| Annual Yield % from dividends | 0.99 | 2.06 | 48% |
| Returns for 1 year | 8.44 | 12.04 | 70% |
| Returns for 3 years | 38.62 | 35.16 | 110% |
| Returns for 5 years | 73.93 | 80.14 | 92% |
| Returns for 10 years | 99.44 | 115.74 | 86% |