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PNECX vs VIVAX
PNECX vs VIVAX Comparison
Open Charts PNECX vs VIVAX
Virtus NFJ Dividend Value C
Price$10.23
Change-$0.26 (-2.48%)
VolumeN/A
Net Assets500.23M
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
PNECX vs VIVAX Comparison Chart
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PNECX vs. VIVAX commentary
May 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 PNECX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PNECX (500M). VIVAX pays higher dividends than PNECX: VIVAX (2.22) vs PNECX (0.62). PNECX was incepted earlier than VIVAX: PNECX (24 years) vs VIVAX (33 years). PNECX (1.72) is less costly to investors than VIVAX (0.17). PNECX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (9.00). PNECX has a lower initial minimum investment than VIVAX: PNECX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.24 vs. PNECX (-2.84). VIVAX return over 5 years is better than : 78.41 vs. PNECX (15.25).
| PNECX | VIVAX | PNECX / VIVAX | |
| Total Expense Ratio | 1.72 | 0.17 | 1,012% |
| Annual Report Gross Expense Ratio | 1.72 | 0.17 | 1,012% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -2.374 | 2.222 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 184B | 0% |
| Annual Yield % from dividends | 0.62 | 2.22 | 28% |
| Returns for 1 year | -2.84 | 6.24 | -46% |
| Returns for 3 years | -9.64 | 26.44 | -36% |
| Returns for 5 years | 15.25 | 78.41 | 19% |
| Returns for 10 years | -34.29 | 100.98 | -34% |
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