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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$37.08
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets40.39B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Aug 18, 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: 196B vs. PEQRX (40.4B). VIVAX pays higher dividends than PEQRX: VIVAX (2.06) vs PEQRX (0.93). 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 : 7.90 vs. PEQRX (5.39). VIVAX return over 5 years is better than : 68.56 vs. PEQRX (59.54).
| 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 | 9.392 | 6.512 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 196B | 21% |
| Annual Yield % from dividends | 0.93 | 2.06 | 45% |
| Returns for 1 year | 5.39 | 7.90 | 68% |
| Returns for 3 years | 25.24 | 25.93 | 97% |
| Returns for 5 years | 59.54 | 68.56 | 87% |
| Returns for 10 years | 91.22 | 114.64 | 80% |
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