Interact to see
Advertisement
Advertisement
PCVAX vs VSIAX
PCVAX vs VSIAX Comparison
Open Charts PCVAX vs VSIAX
Virtus NFJ Small-Cap Value A
Price$10.80
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets252.13M
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
PCVAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCVAX vs. VSIAX commentary
May 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. PCVAX (252M). VSIAX pays higher dividends than PCVAX: VSIAX (2.34) vs PCVAX (1.45). PCVAX was incepted earlier than VSIAX: PCVAX (28 years) vs VSIAX (14 years). PCVAX (1.23) is less costly to investors than VSIAX (0.07). PCVAX is a more actively managed with annual turnover of: 60.00 vs. VSIAX (16.00). PCVAX has a lower initial minimum investment than VSIAX: PCVAX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 2.55 vs. PCVAX (-7.02). VSIAX return over 5 years is better than : 95.59 vs. PCVAX (10.82).
| PCVAX | VSIAX | PCVAX / VSIAX | |
| Total Expense Ratio | 1.17 | 0.07 | 1,671% |
| Annual Report Gross Expense Ratio | 1.23 | 0.07 | 1,757% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -9.607 | -2.352 | 408% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 51.7B | 0% |
| Annual Yield % from dividends | 1.45 | 2.34 | 62% |
| Returns for 1 year | -7.02 | 2.55 | -275% |
| Returns for 3 years | -14.56 | 23.75 | -61% |
| Returns for 5 years | 10.82 | 95.59 | 11% |
| Returns for 10 years | -55.18 | 83.58 | -66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement