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TRLUX vs VIVAX
TRLUX vs VIVAX Comparison
Open Charts TRLUX vs VIVAX
T. Rowe Price Lrg Cp Va I
Price$24.13
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets3.22B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
TRLUX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. TRLUX (3.22B). VIVAX pays higher dividends than TRLUX: VIVAX (2.06) vs TRLUX (1.75). TRLUX was incepted earlier than VIVAX: TRLUX (5 years) vs VIVAX (33 years). TRLUX (0.79) is less costly to investors than VIVAX (0.17). TRLUX is a more actively managed with annual turnover of: 32.70 vs. VIVAX (9.00). TRLUX has a lower initial minimum investment than VIVAX: TRLUX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. TRLUX (1.88). VIVAX return over 5 years is better than : 80.14 vs. TRLUX (33.85).
| TRLUX | VIVAX | TRLUX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.79 | 0.17 | 465% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 4.640 | 6.209 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 189B | 2% |
| Annual Yield % from dividends | 1.75 | 2.06 | 85% |
| Returns for 1 year | 1.88 | 12.04 | 16% |
| Returns for 3 years | 1.12 | 35.16 | 3% |
| Returns for 5 years | 33.85 | 80.14 | 42% |
| Returns for 10 years | N/A | 115.74 | - |