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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.30
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets522.23M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
PNEAX vs VIVAX Comparison Chart
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PNEAX vs. VIVAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PNEAX (522M). 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 : 7.07 vs. PNEAX (1.03). VIVAX return over 5 years is better than : 100.53 vs. PNEAX (37.15).
| 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 | -0.719 | 1.843 | -39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 195B | 0% |
| Annual Yield % from dividends | 1.42 | 2.14 | 66% |
| Returns for 1 year | 1.03 | 7.07 | 15% |
| Returns for 3 years | -14.59 | 16.40 | -89% |
| Returns for 5 years | 37.15 | 100.53 | 37% |
| Returns for 10 years | -29.44 | 107.12 | -27% |