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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$39.53
Change+$0.16 (+0.41%)
VolumeN/A
Net Assets43.9B
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Nov 14, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEQRX (43.9B). VIVAX pays higher dividends than PEQRX: VIVAX (1.98) vs PEQRX (0.83). PEQRX was incepted earlier than VIVAX: PEQRX (23 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 : 6.68 vs. PEQRX (5.51). VIVAX return over 5 years is better than : 66.34 vs. PEQRX (59.66).
| PEQRX | VIVAX | PEQRX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 16.825 | 11.965 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 208B | 21% |
| Annual Yield % from dividends | 0.83 | 1.98 | 42% |
| Returns for 1 year | 5.51 | 6.68 | 82% |
| Returns for 3 years | 34.36 | 33.49 | 103% |
| Returns for 5 years | 59.66 | 66.34 | 90% |
| Returns for 10 years | 115.14 | 135.00 | 85% |