Ad is loading...
PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$13.06
Change-$0.17 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
PCVAX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCVAX vs. VISVX commentary
Dec 18, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PCVAX (316M). PCVAX pays higher dividends than VISVX: PCVAX (2.15) vs VISVX (1.90). PCVAX was incepted earlier than VISVX: PCVAX (28 years) vs VISVX (27 years). PCVAX is a more actively managed with annual turnover of: 79.00 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 : 16.18 vs. PCVAX (3.73). VISVX return over 5 years is better than : 52.67 vs. PCVAX (-2.46).
| PCVAX | VISVX | PCVAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 11.646 | 14.945 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 63B | 1% |
| Annual Yield % from dividends | 2.15 | 1.90 | 113% |
| Returns for 1 year | 3.73 | 16.18 | 23% |
| Returns for 3 years | -7.11 | 20.58 | -35% |
| Returns for 5 years | -2.46 | 52.67 | -5% |
| Returns for 10 years | -43.73 | 105.07 | -42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EXHAX | 25.83 | N/A | N/A |
| Manning & Napier Pro-Blend Max Term S | |||
| VKSEX | 10.85 | N/A | N/A |
| Virtus KAR Small-Mid Cap Value C | |||
| CIAOX | 46.30 | -0.16 | -0.34% |
| Capital Advisors Growth Investor | |||
| FMUAX | 14.97 | -0.07 | -0.47% |
| Federated Hermes Muni and Stock Adv A | |||
| ESPCX | 35.17 | -0.43 | -1.21% |
| Allspring Special Small Cap Value C | |||