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PNEAX vs VVIAX
PNEAX vs VVIAX Comparison
Open Charts PNEAX vs VVIAX
Virtus NFJ Dividend Value A
Price$10.54
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets557.17M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PNEAX vs VVIAX Comparison Chart
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PNEAX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PNEAX (557M). PNEAX pays higher dividends than VVIAX: PNEAX (3.19) vs VVIAX (2.36). PNEAX was incepted earlier than VVIAX: PNEAX (23 years) vs VVIAX (24 years). PNEAX is a more actively managed with annual turnover of: 72.00 vs. VVIAX (10.00). PNEAX has a lower initial minimum investment than VVIAX: PNEAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 14.79 vs. PNEAX (7.73). VVIAX return over 5 years is better than : 48.95 vs. PNEAX (-0.39).
| PNEAX | VVIAX | PNEAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.802 | 5.391 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 193B | 0% |
| Annual Yield % from dividends | 3.19 | 2.36 | 135% |
| Returns for 1 year | 7.73 | 14.79 | 52% |
| Returns for 3 years | -8.13 | 25.40 | -32% |
| Returns for 5 years | -0.39 | 48.95 | -1% |
| Returns for 10 years | -29.46 | 107.97 | -27% |
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