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PDIAX vs VIVAX
PDIAX vs VIVAX Comparison
Open Charts PDIAX vs VIVAX
Virtus KAR Equity Income A
Price$21.48
Change-$0.09 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PDIAX vs VIVAX Comparison Chart
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PDIAX vs. VIVAX 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 PDIAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PDIAX (128M). PDIAX pays higher dividends than VIVAX: PDIAX (2.59) vs VIVAX (2.25). PDIAX was incepted earlier than VIVAX: PDIAX (27 years) vs VIVAX (32 years). PDIAX is a more actively managed with annual turnover of: 27.00 vs. VIVAX (10.00). PDIAX has a lower initial minimum investment than VIVAX: PDIAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. PDIAX (19.72). VIVAX return over 5 years is better than : 55.44 vs. PDIAX (13.61).
| PDIAX | VIVAX | PDIAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 12.520 | 16.261 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 183B | 0% |
| Annual Yield % from dividends | 2.59 | 2.25 | 115% |
| Returns for 1 year | 19.72 | 23.98 | 82% |
| Returns for 3 years | 12.85 | 28.28 | 45% |
| Returns for 5 years | 13.61 | 55.44 | 25% |
| Returns for 10 years | 16.17 | 113.95 | 14% |