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PDIAX vs VIVIX
PDIAX vs VIVIX Comparison
Open Charts PDIAX vs VIVIX
Virtus KAR Equity Income A
Price$21.36
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets121.16M
Vanguard Value Index I
Price$66.27
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
PDIAX vs VIVIX Comparison Chart
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PDIAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PDIAX (121M). PDIAX pays higher dividends than VIVIX: PDIAX (2.82) vs VIVIX (2.35). PDIAX was incepted earlier than VIVIX: PDIAX (28 years) vs VIVIX (27 years). PDIAX (1.12) is less costly to investors than VIVIX (0.04). PDIAX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). PDIAX has a lower initial minimum investment than VIVIX: PDIAX (0) vs VIVIX (5000000). PDIAX annual gain was more profitable for investors over the last year : 11.14 vs. VIVIX (6.23). VIVIX return over 5 years is better than : 78.42 vs. PDIAX (20.55).
| PDIAX | VIVIX | PDIAX / VIVIX | |
| Total Expense Ratio | 0.98 | 0.04 | 2,450% |
| Annual Report Gross Expense Ratio | 1.12 | 0.04 | 2,800% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 6.565 | 2.240 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 184B | 0% |
| Annual Yield % from dividends | 2.82 | 2.35 | 120% |
| Returns for 1 year | 11.14 | 6.23 | 179% |
| Returns for 3 years | 14.41 | 26.42 | 55% |
| Returns for 5 years | 20.55 | 78.42 | 26% |
| Returns for 10 years | 16.32 | 100.95 | 16% |
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