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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$12.20
Change+$0.51 (+4.36%)
VolumeN/A
Net Assets257.44M
Vanguard Small Cap Value Index I
Price$50.15
Change+$1.55 (+3.19%)
VolumeN/A
Net Assets56.44B
PCVAX vs VISVX Comparison Chart in %
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PCVAX vs. VISVX commentary
Aug 23, 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: 56.4B vs. PCVAX (257M). VISVX pays higher dividends than PCVAX: VISVX (1.95) vs PCVAX (1.35). 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 : 5.65 vs. PCVAX (-4.11). VISVX return over 5 years is better than : 81.17 vs. PCVAX (8.00).
| 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 | -2.339 | 2.509 | -93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 56.4B | 0% |
| Annual Yield % from dividends | 1.35 | 1.95 | 69% |
| Returns for 1 year | -4.11 | 5.65 | -73% |
| Returns for 3 years | -11.50 | 24.10 | -48% |
| Returns for 5 years | 8.00 | 81.17 | 10% |
| Returns for 10 years | -44.31 | 119.79 | -37% |
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