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PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
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-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
PNEAX vs VIVIX Comparison Chart
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PNEAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PNEAX (580M). PNEAX pays higher dividends than VIVIX: PNEAX (3.19) vs VIVIX (2.37). PNEAX was incepted earlier than VIVIX: PNEAX (23 years) vs VIVIX (26 years). PNEAX is a more actively managed with annual turnover of: 72.00 vs. VIVIX (10.00). 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 : 16.43 vs. PNEAX (-1.02). VIVIX return over 5 years is better than : 44.60 vs. PNEAX (3.53).
| PNEAX | VIVIX | PNEAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 8.234 | 16.034 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 195B | 0% |
| Annual Yield % from dividends | 3.19 | 2.37 | 135% |
| Returns for 1 year | -1.02 | 16.43 | -6% |
| Returns for 3 years | -10.69 | 20.48 | -52% |
| Returns for 5 years | 3.53 | 44.60 | 8% |
| Returns for 10 years | -27.30 | 104.87 | -26% |
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