Ad is loading...
PNEAX vs VVIAX
PNEAX vs VVIAX Comparison
Open Charts PNEAX vs VVIAX
Virtus NFJ Dividend Value A
Price$10.53
Change-$0.31 (-2.86%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PNEAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PNEAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PNEAX (580M). 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 : 16.45 vs. PNEAX (-1.02). VVIAX return over 5 years is better than : 44.62 vs. PNEAX (3.53).
| 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 | 8.234 | 16.051 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 195B | 0% |
| Annual Yield % from dividends | 3.19 | 2.36 | 135% |
| Returns for 1 year | -1.02 | 16.45 | -6% |
| Returns for 3 years | -10.69 | 20.49 | -52% |
| Returns for 5 years | 3.53 | 44.62 | 8% |
| Returns for 10 years | -27.30 | 104.84 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...