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PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
Virtus NFJ Dividend Value A
Price$10.43
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets504.09M
Vanguard Value Index I
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
PNEAX vs VIVIX Comparison Chart in %
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PNEAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PNEAX (504M). VIVIX pays higher dividends than PNEAX: VIVIX (2.19) vs PNEAX (1.59). PNEAX was incepted earlier than VIVIX: PNEAX (24 years) vs VIVIX (27 years). PNEAX (1.02) is less costly to investors than VIVIX (0.04). PNEAX is a more actively managed with annual turnover of: 53.00 vs. VIVIX (9.00). PNEAX has a lower initial minimum investment than VIVIX: PNEAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.23 vs. PNEAX (-0.77). VIVIX return over 5 years is better than : 71.90 vs. PNEAX (14.31).
| PNEAX | VIVIX | PNEAX / VIVIX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.02 | 0.04 | 2,550% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 1.886 | 5.124 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.19 | 73% |
| Returns for 1 year | -0.77 | 6.23 | -12% |
| Returns for 3 years | -3.17 | 35.76 | -9% |
| Returns for 5 years | 14.31 | 71.90 | 20% |
| Returns for 10 years | -28.32 | 109.41 | -26% |
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