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TRLWX vs VIVAX
TRLWX vs VIVAX Comparison
Open Charts TRLWX vs VIVAX
Nuveen Large Cap Value W
Price$23.02
Change-$0.22 (-0.95%)
VolumeN/A
Net Assets6.32B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
TRLWX vs VIVAX Comparison Chart
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TRLWX vs. VIVAX commentary
Jun 15, 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 TRLWX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. TRLWX (6.32B). VIVAX pays higher dividends than TRLWX: VIVAX (2.16) vs TRLWX (1.83). TRLWX was incepted earlier than VIVAX: TRLWX (7 years) vs VIVAX (33 years). TRLWX (0.41) is less costly to investors than VIVAX (0.17). TRLWX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). TRLWX has a lower initial minimum investment than VIVAX: TRLWX (0) vs VIVAX (3000). TRLWX (8.10) and VIVAX (8.01) have marching annual gain over last year. VIVAX return over 5 years is better than : 72.56 vs. TRLWX (61.76).
| TRLWX | VIVAX | TRLWX / VIVAX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 4.352 | 2.419 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 189B | 3% |
| Annual Yield % from dividends | 1.83 | 2.16 | 85% |
| Returns for 1 year | 8.10 | 8.01 | 101% |
| Returns for 3 years | 28.58 | 32.20 | 89% |
| Returns for 5 years | 61.76 | 72.56 | 85% |
| Returns for 10 years | N/A | 103.54 | - |
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