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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.81
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets504.54M
Vanguard Value Index I
Price$72.49
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets202.84B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Sep 19, 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: 203B vs. PNEAX (505M). VIVAX pays higher dividends than PNEAX: VIVAX (1.99) vs PNEAX (1.52). 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 : 7.55 vs. PNEAX (-0.41). VIVAX return over 5 years is better than : 74.26 vs. PNEAX (16.93).
| 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 | 5.883 | 9.404 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 203B | 0% |
| Annual Yield % from dividends | 1.52 | 1.99 | 76% |
| Returns for 1 year | -0.41 | 7.55 | -5% |
| Returns for 3 years | 1.77 | 38.11 | 5% |
| Returns for 5 years | 16.93 | 74.26 | 23% |
| Returns for 10 years | -17.30 | 137.69 | -13% |
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