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PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
Virtus NFJ Dividend Value A
Price$9.46
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets473.99M
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
PNEAX vs VIVIX Comparison Chart
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PNEAX vs. VIVIX commentary
Apr 24, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PNEAX (474M). VIVIX pays higher dividends than PNEAX: VIVIX (2.27) vs PNEAX (1.42). PNEAX was incepted earlier than VIVIX: PNEAX (23 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 (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 : 2.69 vs. PNEAX (-5.41). VIVIX return over 5 years is better than : 68.73 vs. PNEAX (12.57).
| 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 | 23 years | 27 years | - |
| Gain YTD | -8.677 | -4.077 | 213% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 191B | 0% |
| Annual Yield % from dividends | 1.42 | 2.27 | 63% |
| Returns for 1 year | -5.41 | 2.69 | -201% |
| Returns for 3 years | -18.96 | 11.95 | -159% |
| Returns for 5 years | 12.57 | 68.73 | 18% |
| Returns for 10 years | -36.68 | 90.34 | -41% |
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