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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$13.14
Change-$0.08 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PCVAX vs VISVX Comparison Chart
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PCVAX vs. VISVX commentary
Nov 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PCVAX (320M). 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 : 28.71 vs. PCVAX (15.92). VISVX return over 5 years is better than : 57.32 vs. PCVAX (-9.04).
| 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 | 10.886 | 15.433 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 57.6B | 1% |
| Annual Yield % from dividends | 2.15 | 1.90 | 113% |
| Returns for 1 year | 15.92 | 28.71 | 55% |
| Returns for 3 years | -18.84 | 13.23 | -142% |
| Returns for 5 years | -9.04 | 57.32 | -16% |
| Returns for 10 years | -57.71 | 108.21 | -53% |