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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$14.60
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets262.91M
Vanguard Small Cap Value Index I
Price$45.50
Change+$0.69 (+1.54%)
VolumeN/A
Net Assets57.63B
PSVIX vs VISVX Comparison Chart
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PSVIX vs. VISVX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PSVIX (263M). VISVX pays higher dividends than PSVIX: VISVX (2.14) vs PSVIX (1.27). PSVIX was incepted earlier than VISVX: PSVIX (34 years) vs VISVX (27 years). PSVIX (0.90) is less costly to investors than VISVX (0.19). PSVIX is a more actively managed with annual turnover of: 60.00 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 : -1.54 vs. PSVIX (-2.26). VISVX return over 5 years is better than : 126.09 vs. PSVIX (45.63).
| PSVIX | VISVX | PSVIX / VISVX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | -7.377 | -5.911 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 57.6B | 0% |
| Annual Yield % from dividends | 1.27 | 2.14 | 59% |
| Returns for 1 year | -2.26 | -1.54 | 147% |
| Returns for 3 years | -14.90 | 6.73 | -221% |
| Returns for 5 years | 45.63 | 126.09 | 36% |
| Returns for 10 years | -44.63 | 77.62 | -58% |
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