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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$9.46
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets473.99M
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
PNEAX vs VIVAX Comparison Chart
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PNEAX vs. VIVAX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. PNEAX (474M). VIVAX pays higher dividends than PNEAX: VIVAX (2.14) vs PNEAX (1.42). PNEAX was incepted earlier than VIVAX: PNEAX (23 years) vs VIVAX (32 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 (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 : 2.68 vs. PNEAX (-5.41). VIVAX return over 5 years is better than : 68.72 vs. PNEAX (12.57).
| PNEAX | VIVAX | PNEAX / VIVAX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -8.677 | -4.092 | 212% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 191B | 0% |
| Annual Yield % from dividends | 1.42 | 2.14 | 66% |
| Returns for 1 year | -5.41 | 2.68 | -202% |
| Returns for 3 years | -18.96 | 11.96 | -159% |
| Returns for 5 years | 12.57 | 68.72 | 18% |
| Returns for 10 years | -36.68 | 90.37 | -41% |
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