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PCVCX vs VISVX
PCVCX vs VISVX Comparison
Open Charts PCVCX vs VISVX
Virtus NFJ Small-Cap Value C
Price$9.63
Change-$0.22 (-2.23%)
VolumeN/A
Net Assets283.75M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
PCVCX vs VISVX Comparison Chart
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PCVCX vs. VISVX commentary
Feb 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 PCVCX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. PCVCX (284M). VISVX (1.90) and PCVCX (1.82) have matching dividends . PCVCX was incepted earlier than VISVX: PCVCX (28 years) vs VISVX (27 years). PCVCX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). PCVCX has a lower initial minimum investment than VISVX: PCVCX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. PCVCX (3.72). VISVX return over 5 years is better than : 47.46 vs. PCVCX (-19.63).
| PCVCX | VISVX | PCVCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -1.735 | -0.316 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 60.2B | 0% |
| Annual Yield % from dividends | 1.82 | 1.90 | 96% |
| Returns for 1 year | 3.72 | 9.96 | 37% |
| Returns for 3 years | -19.59 | 17.90 | -109% |
| Returns for 5 years | -19.63 | 47.46 | -41% |
| Returns for 10 years | -58.25 | 90.10 | -65% |
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