Ad is loading...
PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$10.49
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets246.71M
Vanguard Small Cap Value Index I
Price$42.94
Change-$0.16 (-0.37%)
VolumeN/A
Net Assets53.62B
PCVAX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCVAX vs. VISVX commentary
Apr 28, 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 PCVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PCVAX (247M). VISVX pays higher dividends than PCVAX: VISVX (2.14) vs PCVAX (1.38). PCVAX was incepted earlier than VISVX: PCVAX (28 years) vs VISVX (27 years). PCVAX (1.23) is less costly to investors than VISVX (0.19). PCVAX is a more actively managed with annual turnover of: 60.00 vs. VISVX (16.00). PCVAX has a lower initial minimum investment than VISVX: PCVAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.94 vs. PCVAX (-5.45). VISVX return over 5 years is better than : 95.44 vs. PCVAX (12.81).
| PCVAX | VISVX | PCVAX / VISVX | |
| Total Expense Ratio | 1.17 | 0.19 | 616% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -12.364 | -9.535 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 53.6B | 0% |
| Annual Yield % from dividends | 1.38 | 2.14 | 64% |
| Returns for 1 year | -5.45 | -0.94 | 576% |
| Returns for 3 years | -19.72 | 9.21 | -214% |
| Returns for 5 years | 12.81 | 95.44 | 13% |
| Returns for 10 years | -56.55 | 69.94 | -81% |
View a ticker or compare two or three
VS
VS
Ad is loading...