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PNBAX vs VIVAX
PNBAX vs VIVAX Comparison
Open Charts PNBAX vs VIVAX
Virtus NFJ Large-Cap Value A
Price$23.80
Change-$0.43 (-1.77%)
VolumeN/A
Net Assets243.3M
Vanguard Value Index I
Price$60.01
Change-$0.78 (-1.28%)
VolumeN/A
Net Assets190.51B
PNBAX vs VIVAX Comparison Chart
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PNBAX vs. VIVAX commentary
Apr 10, 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 PNBAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. PNBAX (243M). VIVAX pays higher dividends than PNBAX: VIVAX (2.14) vs PNBAX (1.28). PNBAX was incepted earlier than VIVAX: PNBAX (23 years) vs VIVAX (32 years). PNBAX (1.00) is less costly to investors than VIVAX (0.17). PNBAX is a more actively managed with annual turnover of: 56.00 vs. VIVAX (10.00). PNBAX has a lower initial minimum investment than VIVAX: PNBAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : -2.90 vs. PNBAX (-10.49). VIVAX return over 5 years is better than : 60.39 vs. PNBAX (9.79).
| PNBAX | VIVAX | PNBAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -11.875 | -7.953 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 191B | 0% |
| Annual Yield % from dividends | 1.28 | 2.14 | 60% |
| Returns for 1 year | -10.49 | -2.90 | 362% |
| Returns for 3 years | -23.50 | 4.41 | -533% |
| Returns for 5 years | 9.79 | 60.39 | 16% |
| Returns for 10 years | 21.59 | 83.87 | 26% |
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