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PCVAX vs VSIAX
PCVAX vs VSIAX Comparison
Open Charts PCVAX vs VSIAX
Virtus NFJ Small-Cap Value A
Price$13.06
Change-$0.17 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
PCVAX vs VSIAX Comparison Chart
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VS
PCVAX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PCVAX (316M). PCVAX pays higher dividends than VSIAX: PCVAX (2.15) vs VSIAX (2.01). PCVAX was incepted earlier than VSIAX: PCVAX (28 years) vs VSIAX (13 years). PCVAX is a more actively managed with annual turnover of: 79.00 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 : 16.23 vs. PCVAX (3.73). VSIAX return over 5 years is better than : 52.83 vs. PCVAX (-2.46).
| PCVAX | VSIAX | PCVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 11.646 | 15.031 | 77% |
| 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 | 2.01 | 107% |
| Returns for 1 year | 3.73 | 16.23 | 23% |
| Returns for 3 years | -7.11 | 20.67 | -34% |
| Returns for 5 years | -2.46 | 52.83 | -5% |
| Returns for 10 years | -43.73 | 105.65 | -41% |
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