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TRLHX vs VIVAX
TRLHX vs VIVAX Comparison
Open Charts TRLHX vs VIVAX
Nuveen Large Cap Value I
Price$24.12
Change+$0.16 (+0.67%)
VolumeN/A
Net Assets6.59B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
TRLHX vs VIVAX Comparison Chart in %
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TRLHX vs. VIVAX commentary
Jul 07, 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 TRLHX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. TRLHX (6.59B). VIVAX pays higher dividends than TRLHX: VIVAX (2.06) vs TRLHX (1.27). TRLHX was incepted earlier than VIVAX: TRLHX (10 years) vs VIVAX (33 years). TRLHX (0.50) is less costly to investors than VIVAX (0.17). TRLHX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than TRLHX: VIVAX (3000) vs TRLHX (100000). TRLHX (12.13) and VIVAX (12.04) have marching annual gain over last year. VIVAX return over 5 years is better than : 80.14 vs. TRLHX (66.53).
| TRLHX | VIVAX | TRLHX / VIVAX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.50 | 0.17 | 294% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 9.338 | 6.209 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.59B | 189B | 3% |
| Annual Yield % from dividends | 1.27 | 2.06 | 62% |
| Returns for 1 year | 12.13 | 12.04 | 101% |
| Returns for 3 years | 32.74 | 35.16 | 93% |
| Returns for 5 years | 66.53 | 80.14 | 83% |
| Returns for 10 years | N/A | 115.74 | - |
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