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PCVCX vs VSIIX
PCVCX vs VSIIX Comparison
Open Charts PCVCX vs VSIIX
Virtus NFJ Small-Cap Value C
Price$10.69
Change-$0.14 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
PCVCX vs VSIIX Comparison Chart
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PCVCX vs. VSIIX commentary
Dec 18, 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 PCVCX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PCVCX (316M). VSIIX pays higher dividends than PCVCX: VSIIX (2.02) vs PCVCX (1.82). PCVCX was incepted earlier than VSIIX: PCVCX (28 years) vs VSIIX (25 years). PCVCX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). PCVCX has a lower initial minimum investment than VSIIX: PCVCX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. PCVCX (1.08). VSIIX return over 5 years is better than : 52.86 vs. PCVCX (-11.27).
| PCVCX | VSIIX | PCVCX / 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 | 10.850 | 15.027 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 63B | 1% |
| Annual Yield % from dividends | 1.82 | 2.02 | 90% |
| Returns for 1 year | 1.08 | 16.22 | 7% |
| Returns for 3 years | -13.27 | 20.66 | -64% |
| Returns for 5 years | -11.27 | 52.86 | -21% |
| Returns for 10 years | -52.09 | 105.75 | -49% |