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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$35.47
Change-$0.28 (-0.78%)
VolumeN/A
Net Assets38.03B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PEQRX vs VIVAX Comparison Chart
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PEQRX vs. VIVAX commentary
Jun 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 PEQRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEQRX (38B). VIVAX pays higher dividends than PEQRX: VIVAX (2.16) vs PEQRX (0.89). PEQRX was incepted earlier than VIVAX: PEQRX (22 years) vs VIVAX (33 years). PEQRX (1.13) is less costly to investors than VIVAX (0.17). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQRX has a lower initial minimum investment than VIVAX: PEQRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. PEQRX (3.82). VIVAX return over 5 years is better than : 72.56 vs. PEQRX (62.70).
| PEQRX | VIVAX | PEQRX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 4.368 | 2.419 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38B | 189B | 20% |
| Annual Yield % from dividends | 0.89 | 2.16 | 41% |
| Returns for 1 year | 3.82 | 8.01 | 48% |
| Returns for 3 years | 32.08 | 32.20 | 100% |
| Returns for 5 years | 62.70 | 72.56 | 86% |
| Returns for 10 years | 79.95 | 103.54 | 77% |
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