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TRLCX vs VIVAX
TRLCX vs VIVAX Comparison
Open Charts TRLCX vs VIVAX
Nuveen Large Cap Value Retire
Price$23.96
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets6.25B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
TRLCX vs VIVAX Comparison Chart in %
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TRLCX vs. VIVAX commentary
Dec 27, 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 TRLCX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. TRLCX (6.25B). VIVAX pays higher dividends than TRLCX: VIVAX (1.93) vs TRLCX (1.10). TRLCX was incepted earlier than VIVAX: TRLCX (23 years) vs VIVAX (33 years). TRLCX (0.66) is less costly to investors than VIVAX (0.17). TRLCX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). TRLCX has a lower initial minimum investment than VIVAX: TRLCX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.38 vs. TRLCX (7.78). VIVAX return over 5 years is better than : 64.90 vs. TRLCX (35.90).
| TRLCX | VIVAX | TRLCX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.099 | 13.965 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 216B | 3% |
| Annual Yield % from dividends | 1.10 | 1.93 | 57% |
| Returns for 1 year | 7.78 | 12.38 | 63% |
| Returns for 3 years | 30.12 | 37.39 | 81% |
| Returns for 5 years | 35.90 | 64.90 | 55% |
| Returns for 10 years | 61.29 | 133.35 | 46% |
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