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PNECX vs VVIAX
PNECX vs VVIAX Comparison
Open Charts PNECX vs VVIAX
Virtus NFJ Dividend Value C
Price$11.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PNECX vs VVIAX Comparison Chart
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PNECX vs. VVIAX commentary
Sep 21, 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 PNECX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. PNECX (619M). VVIAX (2.36) and PNECX (2.35) have matching dividends . PNECX was incepted earlier than VVIAX: PNECX (23 years) vs VVIAX (24 years). PNECX is a more actively managed with annual turnover of: 72.00 vs. VVIAX (10.00). PNECX has a lower initial minimum investment than VVIAX: PNECX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. PNECX (8.77). VVIAX return over 5 years is better than : 54.20 vs. PNECX (-3.20).
| PNECX | VVIAX | PNECX / 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 | 9.026 | 15.359 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 183B | 0% |
| Annual Yield % from dividends | 2.35 | 2.36 | 100% |
| Returns for 1 year | 8.77 | 20.40 | 43% |
| Returns for 3 years | -10.27 | 25.00 | -41% |
| Returns for 5 years | -3.20 | 54.20 | -6% |
| Returns for 10 years | -29.00 | 109.21 | -27% |