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PCVCX vs VSIIX
PCVCX vs VSIIX Comparison
Open Charts PCVCX vs VSIIX
Virtus NFJ Small-Cap Value C
Price$10.44
Change-$0.12 (-1.14%)
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
PCVCX vs VSIIX Comparison Chart
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PCVCX 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 PCVCX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PCVCX (335M). 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 : 24.93 vs. PCVCX (7.08). VSIIX return over 5 years is better than : 58.50 vs. PCVCX (-18.03).
| 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 | 6.346 | 12.339 | 51% |
| 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 | 1.82 | 2.02 | 90% |
| Returns for 1 year | 7.08 | 24.93 | 28% |
| Returns for 3 years | -20.61 | 22.14 | -93% |
| Returns for 5 years | -18.03 | 58.50 | -31% |
| Returns for 10 years | -66.28 | 109.09 | -61% |
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