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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.43
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets504.09M
Vanguard Value Index I
Price$69.34
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Jul 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PNEAX (504M). VIVAX pays higher dividends than PNEAX: VIVAX (2.06) vs PNEAX (1.59). 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 : 6.23 vs. PNEAX (-0.77). VIVAX return over 5 years is better than : 71.88 vs. PNEAX (14.31).
| 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 | 1.886 | 5.103 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.06 | 77% |
| Returns for 1 year | -0.77 | 6.23 | -12% |
| Returns for 3 years | -3.17 | 35.73 | -9% |
| Returns for 5 years | 14.31 | 71.88 | 20% |
| Returns for 10 years | -28.32 | 109.38 | -26% |
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