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PCVAX vs VSIAX
PCVAX vs VSIAX Comparison
Open Charts PCVAX vs VSIAX
Virtus NFJ Small-Cap Value A
Price$12.29
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets300.43M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
PCVAX vs VSIAX Comparison Chart
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PCVAX vs. VSIAX commentary
Jan 19, 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: 58.3B vs. PCVAX (300M). 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 : 18.49 vs. PCVAX (11.47). VSIAX return over 5 years is better than : 50.37 vs. PCVAX (-9.23).
| 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 | 2.673 | 3.217 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 58.3B | 1% |
| Annual Yield % from dividends | 2.15 | 2.01 | 107% |
| Returns for 1 year | 11.47 | 18.49 | 62% |
| Returns for 3 years | -14.17 | 17.05 | -83% |
| Returns for 5 years | -9.23 | 50.37 | -18% |
| Returns for 10 years | -44.84 | 109.60 | -41% |
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