Interact to see
Advertisement
Advertisement
PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
Virtus NFJ Dividend Value A
Price$10.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets508.06M
Vanguard Value Index I
Price$71.43
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
PNEAX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PNEAX vs. VIVIX commentary
Aug 30, 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: 196B vs. PNEAX (508M). VIVIX pays higher dividends than PNEAX: VIVIX (2.19) vs PNEAX (1.57). 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 : 7.43 vs. PNEAX (0.03). VIVIX return over 5 years is better than : 69.14 vs. PNEAX (13.19).
| 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 | 5.005 | 8.215 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 196B | 0% |
| Annual Yield % from dividends | 1.57 | 2.19 | 72% |
| Returns for 1 year | 0.03 | 7.43 | 0% |
| Returns for 3 years | -2.32 | 33.50 | -7% |
| Returns for 5 years | 13.19 | 69.14 | 19% |
| Returns for 10 years | -20.18 | 131.53 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers