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PDIAX vs VIVIX
PDIAX vs VIVIX Comparison
Open Charts PDIAX vs VIVIX
Virtus KAR Equity Income A
Price$20.97
Change-$0.18 (-0.85%)
VolumeN/A
Net Assets121.69M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
PDIAX vs VIVIX Comparison Chart
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PDIAX vs. VIVIX commentary
Feb 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. PDIAX (122M). PDIAX pays higher dividends than VIVIX: PDIAX (2.59) vs VIVIX (2.37). PDIAX was incepted earlier than VIVIX: PDIAX (27 years) vs VIVIX (27 years). PDIAX is a more actively managed with annual turnover of: 27.00 vs. VIVIX (10.00). PDIAX has a lower initial minimum investment than VIVIX: PDIAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. PDIAX (11.53). VIVIX return over 5 years is better than : 47.20 vs. PDIAX (1.75).
| PDIAX | VIVIX | PDIAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 3.504 | 4.165 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 193B | 0% |
| Annual Yield % from dividends | 2.59 | 2.37 | 109% |
| Returns for 1 year | 11.53 | 13.44 | 86% |
| Returns for 3 years | 10.85 | 23.92 | 45% |
| Returns for 5 years | 1.75 | 47.20 | 4% |
| Returns for 10 years | 13.93 | 105.52 | 13% |