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PEQRX vs VVIAX
PEQRX vs VVIAX Comparison
Open Charts PEQRX vs VVIAX
Putnam Large Cap Value R
Price$37.08
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets40.39B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PEQRX vs VVIAX Comparison Chart in %
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PEQRX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. PEQRX (40.4B). VVIAX pays higher dividends than PEQRX: VVIAX (2.18) vs PEQRX (0.93). PEQRX was incepted earlier than VVIAX: PEQRX (23 years) vs VVIAX (25 years). PEQRX (1.13) is less costly to investors than VVIAX (0.05). PEQRX is a more actively managed with annual turnover of: 16.00 vs. VVIAX (9.00). PEQRX has a lower initial minimum investment than VVIAX: PEQRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. PEQRX (5.39). VVIAX return over 5 years is better than : 68.54 vs. PEQRX (59.54).
| PEQRX | VVIAX | PEQRX / VVIAX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.392 | 6.517 | 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 | 2.18 | 43% |
| Returns for 1 year | 5.39 | 7.91 | 68% |
| Returns for 3 years | 25.24 | 25.93 | 97% |
| Returns for 5 years | 59.54 | 68.54 | 87% |
| Returns for 10 years | 91.22 | 114.61 | 80% |
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