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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$37.57
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets40.39B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PEQSX vs VIVAX Comparison Chart in %
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PEQSX vs. VIVAX 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 PEQSX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PEQSX (40.4B). VIVAX pays higher dividends than PEQSX: VIVAX (2.06) vs PEQSX (1.46). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (33 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. PEQSX (6.10). VIVAX return over 5 years is better than : 68.56 vs. PEQSX (64.53).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 9.812 | 6.512 | 151% |
| 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 | 1.46 | 2.06 | 71% |
| Returns for 1 year | 6.10 | 7.90 | 77% |
| Returns for 3 years | 27.55 | 25.93 | 106% |
| Returns for 5 years | 64.53 | 68.56 | 94% |
| Returns for 10 years | 100.92 | 114.64 | 88% |
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