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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$39.50
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets43.92B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEQRX (43.9B). VIVAX pays higher dividends than PEQRX: VIVAX (1.93) vs PEQRX (0.81). 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 : 4.76 vs. PEQRX (4.16). VIVAX return over 5 years is better than : 61.14 vs. PEQRX (54.52).
| 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 | 16.855 | 11.753 | 143% |
| 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 | 0.81 | 1.93 | 42% |
| Returns for 1 year | 4.16 | 4.76 | 87% |
| Returns for 3 years | 31.74 | 29.79 | 107% |
| Returns for 5 years | 54.52 | 61.14 | 89% |
| Returns for 10 years | 109.54 | 127.21 | 86% |
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