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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.54
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets557.17M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PNEAX vs VIVAX Comparison Chart
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PNEAX vs. VIVAX commentary
Feb 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 PNEAX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. PNEAX (557M). PNEAX pays higher dividends than VIVAX: PNEAX (3.19) vs VIVAX (2.25). PNEAX was incepted earlier than VIVAX: PNEAX (23 years) vs VIVAX (32 years). PNEAX is a more actively managed with annual turnover of: 72.00 vs. VIVAX (10.00). 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 : 13.43 vs. PNEAX (7.73). VIVAX return over 5 years is better than : 47.22 vs. PNEAX (-0.39).
| PNEAX | VIVAX | PNEAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.802 | 4.148 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 193B | 0% |
| Annual Yield % from dividends | 3.19 | 2.25 | 142% |
| Returns for 1 year | 7.73 | 13.43 | 58% |
| Returns for 3 years | -8.13 | 23.92 | -34% |
| Returns for 5 years | -0.39 | 47.22 | -1% |
| Returns for 10 years | -29.46 | 105.56 | -28% |
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