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PCVCX vs VISVX
PCVCX vs VISVX Comparison
Open Charts PCVCX vs VISVX
Virtus NFJ Small-Cap Value C
Price$10.05
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets299.5M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
PCVCX vs VISVX Comparison Chart
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PCVCX vs. VISVX 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 PCVCX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PCVCX (300M). 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 : 18.46 vs. PCVCX (9.56). VISVX return over 5 years is better than : 50.22 vs. PCVCX (-18.26).
| 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 | 2.245 | 3.197 | 70% |
| 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 | 1.82 | 1.90 | 96% |
| Returns for 1 year | 9.56 | 18.46 | 52% |
| Returns for 3 years | -20.64 | 16.97 | -122% |
| Returns for 5 years | -18.26 | 50.22 | -36% |
| Returns for 10 years | -53.49 | 109.01 | -49% |
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