Ad is loading...
Ad is loading...
PDIAX vs VVIAX
PDIAX vs VVIAX Comparison
Open Charts PDIAX vs VVIAX
Virtus KAR Equity Income A
Price$21.27
Change-$0.17 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
PDIAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PDIAX vs. VVIAX commentary
Nov 18, 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PDIAX (124M). PDIAX pays higher dividends than VVIAX: PDIAX (2.59) vs VVIAX (2.36). PDIAX was incepted earlier than VVIAX: PDIAX (27 years) vs VVIAX (24 years). PDIAX is a more actively managed with annual turnover of: 27.00 vs. VVIAX (10.00). PDIAX has a lower initial minimum investment than VVIAX: PDIAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. PDIAX (18.30). VVIAX return over 5 years is better than : 50.78 vs. PDIAX (7.87).
| PDIAX | VVIAX | PDIAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 11.420 | 17.922 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 184B | 0% |
| Annual Yield % from dividends | 2.59 | 2.36 | 110% |
| Returns for 1 year | 18.30 | 25.54 | 72% |
| Returns for 3 years | 6.79 | 21.55 | 31% |
| Returns for 5 years | 7.87 | 50.78 | 15% |
| Returns for 10 years | 12.04 | 110.49 | 11% |