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PCVAX vs VSIAX
PCVAX vs VSIAX Comparison
Open Charts PCVAX vs VSIAX
Virtus NFJ Small-Cap Value A
Price$10.44
Change-$0.77 (-6.87%)
VolumeN/A
Net Assets265.66M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
PCVAX vs VSIAX Comparison Chart
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PCVAX vs. VSIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PCVAX (266M). VSIAX pays higher dividends than PCVAX: VSIAX (2.27) vs PCVAX (1.38). 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 : 1.33 vs. PCVAX (-2.68). VSIAX return over 5 years is better than : 138.18 vs. PCVAX (34.84).
| 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 | -6.349 | -4.128 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 57.6B | 0% |
| Annual Yield % from dividends | 1.38 | 2.27 | 61% |
| Returns for 1 year | -2.68 | 1.33 | -201% |
| Returns for 3 years | -19.06 | 9.17 | -208% |
| Returns for 5 years | 34.84 | 138.18 | 25% |
| Returns for 10 years | -53.62 | 80.20 | -67% |
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