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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$10.44
Change-$0.77 (-6.87%)
VolumeN/A
Net Assets265.66M
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
PCVAX vs VISVX Comparison Chart
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PCVAX vs. VISVX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PCVAX (266M). 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 : 1.29 vs. PCVAX (-2.68). VISVX return over 5 years is better than : 137.90 vs. PCVAX (34.84).
| 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 | -6.349 | -4.142 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 57.6B | 0% |
| Annual Yield % from dividends | 1.38 | 2.14 | 64% |
| Returns for 1 year | -2.68 | 1.29 | -208% |
| Returns for 3 years | -19.06 | 9.10 | -210% |
| Returns for 5 years | 34.84 | 137.90 | 25% |
| Returns for 10 years | -53.62 | 79.80 | -67% |
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