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PEQRX vs VIVIX
PEQRX vs VIVIX Comparison
Open Charts PEQRX vs VIVIX
Putnam Large Cap Value R
Price$37.22
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets40.2B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
PEQRX vs VIVIX Comparison Chart in %
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PEQRX vs. VIVIX commentary
Jul 28, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PEQRX (40.2B). VIVIX pays higher dividends than PEQRX: VIVIX (2.19) vs PEQRX (0.68). PEQRX was incepted earlier than VIVIX: PEQRX (23 years) vs VIVIX (27 years). PEQRX (1.13) is less costly to investors than VIVIX (0.04). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VIVIX (9.00). PEQRX has a lower initial minimum investment than VIVIX: PEQRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. PEQRX (6.54). VIVIX return over 5 years is better than : 74.87 vs. PEQRX (65.63).
| PEQRX | VIVIX | PEQRX / VIVIX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 9.805 | 6.730 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2B | 195B | 21% |
| Annual Yield % from dividends | 0.68 | 2.19 | 31% |
| Returns for 1 year | 6.54 | 9.75 | 67% |
| Returns for 3 years | 35.57 | 34.32 | 104% |
| Returns for 5 years | 65.63 | 74.87 | 88% |
| Returns for 10 years | 93.04 | 116.26 | 80% |
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