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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+$0.22 (+0.60%)
VolumeN/A
Net Assets39.89B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PEQRX vs VIVAX Comparison Chart in %
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PEQRX vs. VIVAX commentary
Jul 06, 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 (39.9B). VIVAX pays higher dividends than PEQRX: VIVAX (2.06) vs PEQRX (0.68). 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 : 12.04 vs. PEQRX (7.85). VIVAX return over 5 years is better than : 80.14 vs. PEQRX (69.46).
| 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 | 9.105 | 6.209 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9B | 189B | 21% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | 7.85 | 12.04 | 65% |
| Returns for 3 years | 36.54 | 35.16 | 104% |
| Returns for 5 years | 69.46 | 80.14 | 87% |
| Returns for 10 years | 91.18 | 115.74 | 79% |
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