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PDIAX vs VIVAX
PDIAX vs VIVAX Comparison
Open Charts PDIAX vs VIVAX
Virtus KAR Equity Income A
Price$21.36
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets121.16M
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
PDIAX vs VIVAX Comparison Chart
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PDIAX vs. VIVAX commentary
May 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 PDIAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PDIAX (121M). PDIAX pays higher dividends than VIVAX: PDIAX (2.82) vs VIVAX (2.22). PDIAX was incepted earlier than VIVAX: PDIAX (28 years) vs VIVAX (33 years). PDIAX (1.12) is less costly to investors than VIVAX (0.17). PDIAX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). PDIAX has a lower initial minimum investment than VIVAX: PDIAX (0) vs VIVAX (3000). PDIAX annual gain was more profitable for investors over the last year : 11.14 vs. VIVAX (6.24). VIVAX return over 5 years is better than : 78.41 vs. PDIAX (20.55).
| PDIAX | VIVAX | PDIAX / VIVAX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 1.12 | 0.17 | 659% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 6.565 | 2.222 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 184B | 0% |
| Annual Yield % from dividends | 2.82 | 2.22 | 127% |
| Returns for 1 year | 11.14 | 6.24 | 179% |
| Returns for 3 years | 14.41 | 26.44 | 54% |
| Returns for 5 years | 20.55 | 78.41 | 26% |
| Returns for 10 years | 16.32 | 100.98 | 16% |
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