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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$15.35
Change-$0.35 (-2.23%)
VolumeN/A
Net Assets283.75M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
PSVIX vs VISVX Comparison Chart
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PSVIX vs. VISVX 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 PSVIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. PSVIX (284M). VISVX pays higher dividends than PSVIX: VISVX (1.90) vs PSVIX (1.81). PSVIX was incepted earlier than VISVX: PSVIX (33 years) vs VISVX (27 years). PSVIX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PSVIX: VISVX (3000) vs PSVIX (1000000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. PSVIX (6.39). VISVX return over 5 years is better than : 47.46 vs. PSVIX (-2.84).
| PSVIX | VISVX | PSVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -1.539 | -0.316 | 488% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 60.2B | 0% |
| Annual Yield % from dividends | 1.81 | 1.90 | 95% |
| Returns for 1 year | 6.39 | 9.96 | 64% |
| Returns for 3 years | -7.11 | 17.90 | -40% |
| Returns for 5 years | -2.84 | 47.46 | -6% |
| Returns for 10 years | -40.75 | 90.10 | -45% |
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