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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$16.86
Change-$0.22 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
PSVIX vs VISVX Comparison Chart
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PSVIX vs. VISVX 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 PSVIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PSVIX (316M). 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 : 16.18 vs. PSVIX (6.17). VISVX return over 5 years is better than : 52.67 vs. PSVIX (5.84).
| 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 | 12.000 | 14.945 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 63B | 1% |
| Annual Yield % from dividends | 1.81 | 1.90 | 95% |
| Returns for 1 year | 6.17 | 16.18 | 38% |
| Returns for 3 years | -1.24 | 20.58 | -6% |
| Returns for 5 years | 5.84 | 52.67 | 11% |
| Returns for 10 years | -32.97 | 105.07 | -31% |
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