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PEQRX vs VIVAX
PEQRX vs VIVAX Comparison
Open Charts PEQRX vs VIVAX
Putnam Large Cap Value R
Price$40.66
Change+$2.51 (+6.58%)
VolumeN/A
Net Assets47.55B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. PEQRX (47.6B). VIVAX pays higher dividends than PEQRX: VIVAX (1.84) vs PEQRX (0.84). 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). PEQRX annual gain was more profitable for investors over the last year : 16.00 vs. VIVAX (15.07). VIVAX return over 5 years is better than : 66.25 vs. PEQRX (57.12).
| 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 | 4.902 | 5.998 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6B | 218B | 22% |
| Annual Yield % from dividends | 0.84 | 1.84 | 46% |
| Returns for 1 year | 16.00 | 15.07 | 106% |
| Returns for 3 years | 42.98 | 41.03 | 105% |
| Returns for 5 years | 57.12 | 66.25 | 86% |
| Returns for 10 years | 150.25 | 167.20 | 90% |
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