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PDIAX vs VVIAX
PDIAX vs VVIAX Comparison
Open Charts PDIAX vs VVIAX
Virtus KAR Equity Income A
Price$21.48
Change-$0.09 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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PDIAX vs VVIAX Comparison Chart
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PDIAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. PDIAX (128M). 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 : 24.02 vs. PDIAX (19.72). VVIAX return over 5 years is better than : 55.46 vs. PDIAX (13.61).
| 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 | 12.520 | 16.303 | 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 | 2.36 | 110% |
| Returns for 1 year | 19.72 | 24.02 | 82% |
| Returns for 3 years | 12.85 | 28.29 | 45% |
| Returns for 5 years | 13.61 | 55.46 | 25% |
| Returns for 10 years | 16.17 | 114.04 | 14% |