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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$11.64
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets261.09M
Vanguard Small Cap Value Index I
Price$48.53
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets55.61B
PCVAX vs VISVX Comparison Chart in %
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PCVAX vs. VISVX commentary
Jul 29, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PCVAX (261M). VISVX pays higher dividends than PCVAX: VISVX (1.99) vs PCVAX (1.36). PCVAX was incepted earlier than VISVX: PCVAX (29 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 : 3.86 vs. PCVAX (-7.29). VISVX return over 5 years is better than : 84.50 vs. PCVAX (8.19).
| PCVAX | VISVX | PCVAX / VISVX | |
| Total Expense Ratio | 1.17 | 0.19 | 616% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -2.673 | 2.868 | -93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 55.6B | 0% |
| Annual Yield % from dividends | 1.36 | 1.99 | 68% |
| Returns for 1 year | -7.29 | 3.86 | -189% |
| Returns for 3 years | -13.13 | 25.51 | -51% |
| Returns for 5 years | 8.19 | 84.50 | 10% |
| Returns for 10 years | -49.23 | 99.44 | -50% |
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