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PDIAX vs VIVAX
PDIAX vs VIVAX Comparison
Open Charts PDIAX vs VIVAX
Virtus KAR Equity Income A
Price$20.45
Change-$0.48 (-2.29%)
VolumeN/A
Net Assets119.19M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PDIAX vs VIVAX Comparison Chart
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PDIAX vs. VIVAX commentary
Apr 04, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PDIAX (119M). PDIAX pays higher dividends than VIVAX: PDIAX (2.81) vs VIVAX (2.14). PDIAX was incepted earlier than VIVAX: PDIAX (28 years) vs VIVAX (32 years). PDIAX (1.35) is less costly to investors than VIVAX (0.17). PDIAX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). PDIAX has a lower initial minimum investment than VIVAX: PDIAX (2500) vs VIVAX (3000). PDIAX annual gain was more profitable for investors over the last year : 9.11 vs. VIVAX (7.66). VIVAX return over 5 years is better than : 101.66 vs. PDIAX (38.90).
| PDIAX | VIVAX | PDIAX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 3.307 | 2.419 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 195B | 0% |
| Annual Yield % from dividends | 2.81 | 2.14 | 131% |
| Returns for 1 year | 9.11 | 7.66 | 119% |
| Returns for 3 years | 7.18 | 17.34 | 41% |
| Returns for 5 years | 38.90 | 101.66 | 38% |
| Returns for 10 years | 15.16 | 106.90 | 14% |
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