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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$11.78
Change-$0.28 (-2.32%)
VolumeN/A
Net Assets283.75M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
PCVAX vs VISVX Comparison Chart
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PCVAX vs. VISVX commentary
Feb 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. PCVAX (284M). 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 : 12.49 vs. PCVAX (5.15). VISVX return over 5 years is better than : 50.85 vs. PCVAX (-11.10).
| 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 | -1.587 | 1.977 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 60.2B | 0% |
| Annual Yield % from dividends | 2.15 | 1.90 | 113% |
| Returns for 1 year | 5.15 | 12.49 | 41% |
| Returns for 3 years | -13.33 | 20.61 | -65% |
| Returns for 5 years | -11.10 | 50.85 | -22% |
| Returns for 10 years | -50.65 | 94.47 | -54% |