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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.77
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets502.21M
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Oct 09, 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 PNEAX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PNEAX (502M). VIVAX (1.97) and PNEAX (1.91) have matching dividends . PNEAX was incepted earlier than VIVAX: PNEAX (24 years) vs VIVAX (33 years). PNEAX (1.02) is less costly to investors than VIVAX (0.17). PNEAX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (9.00). PNEAX has a lower initial minimum investment than VIVAX: PNEAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.92 vs. PNEAX (0.35). VIVAX return over 5 years is better than : 72.88 vs. PNEAX (13.79).
| PNEAX | VIVAX | PNEAX / VIVAX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 6.079 | 10.602 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 208B | 0% |
| Annual Yield % from dividends | 1.91 | 1.97 | 97% |
| Returns for 1 year | 0.35 | 7.92 | 4% |
| Returns for 3 years | 11.17 | 48.90 | 23% |
| Returns for 5 years | 13.79 | 72.88 | 19% |
| Returns for 10 years | -19.37 | 132.65 | -15% |
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