Interact to see
Advertisement
Advertisement
TRLUX vs VIVAX
TRLUX vs VIVAX Comparison
Open Charts TRLUX vs VIVAX
T. Rowe Price Lrg Cp Va I
Price$24.20
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets3.19B
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
TRLUX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TRLUX (3.19B). 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 : 7.77 vs. TRLUX (-1.26). VIVAX return over 5 years is better than : 72.24 vs. TRLUX (27.90).
| 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 | 4.944 | 6.209 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 195B | 2% |
| Annual Yield % from dividends | 1.75 | 2.06 | 85% |
| Returns for 1 year | -1.26 | 7.77 | -16% |
| Returns for 3 years | -3.22 | 29.96 | -11% |
| Returns for 5 years | 27.90 | 72.24 | 39% |
| Returns for 10 years | N/A | 114.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement