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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.53
Change-$0.31 (-2.86%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PNEAX vs VIVAX Comparison Chart
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PNEAX vs. VIVAX commentary
Dec 19, 2024
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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PNEAX (580M). 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 : 16.42 vs. PNEAX (-1.02). VIVAX return over 5 years is better than : 44.64 vs. PNEAX (3.53).
| 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 | 8.234 | 16.008 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 195B | 0% |
| Annual Yield % from dividends | 3.19 | 2.25 | 142% |
| Returns for 1 year | -1.02 | 16.42 | -6% |
| Returns for 3 years | -10.69 | 20.48 | -52% |
| Returns for 5 years | 3.53 | 44.64 | 8% |
| Returns for 10 years | -27.30 | 104.82 | -26% |
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