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PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
Virtus NFJ Dividend Value A
Price$10.77
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets502.21M
PNEAX vs VIVIX Comparison Chart in %
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PNEAX vs. VIVIX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. PNEAX (502M). VIVIX pays higher dividends than PNEAX: VIVIX (2.09) vs PNEAX (1.91). 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 : 7.93 vs. PNEAX (0.35). VIVIX return over 5 years is better than : 72.92 vs. PNEAX (13.79).
| 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 | 6.079 | 10.612 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 208B | 0% |
| Annual Yield % from dividends | 1.91 | 2.09 | 91% |
| Returns for 1 year | 0.35 | 7.93 | 4% |
| Returns for 3 years | 11.17 | 48.92 | 23% |
| Returns for 5 years | 13.79 | 72.92 | 19% |
| Returns for 10 years | -19.37 | 132.60 | -15% |
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