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PCVAX vs VSIIX
PCVAX vs VSIIX Comparison
Open Charts PCVAX vs VSIIX
Virtus NFJ Small-Cap Value A
Price$12.73
Change-$0.15 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
PCVAX vs VSIIX Comparison Chart
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PCVAX vs. VSIIX commentary
Sep 21, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PCVAX (335M). PCVAX pays higher dividends than VSIIX: PCVAX (2.15) vs VSIIX (2.02). PCVAX was incepted earlier than VSIIX: PCVAX (28 years) vs VSIIX (25 years). PCVAX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). PCVAX has a lower initial minimum investment than VSIIX: PCVAX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 24.93 vs. PCVAX (12.79). VSIIX return over 5 years is better than : 58.50 vs. PCVAX (-8.49).
| PCVAX | VSIIX | PCVAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 7.426 | 12.339 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 57.3B | 1% |
| Annual Yield % from dividends | 2.15 | 2.02 | 106% |
| Returns for 1 year | 12.79 | 24.93 | 51% |
| Returns for 3 years | -12.05 | 22.14 | -54% |
| Returns for 5 years | -8.49 | 58.50 | -15% |
| Returns for 10 years | -58.72 | 109.09 | -54% |
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