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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$14.56
Change+$0.22 (+1.53%)
VolumeN/A
Net Assets250.81M
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
PSVIX vs VISVX Comparison Chart
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PSVIX vs. VISVX commentary
Jun 07, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSVIX (251M). VISVX pays higher dividends than PSVIX: VISVX (2.11) vs PSVIX (1.29). 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 : 2.98 vs. PSVIX (-2.35). VISVX return over 5 years is better than : 64.79 vs. PSVIX (7.51).
| 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 | -8.018 | -4.268 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 54B | 0% |
| Annual Yield % from dividends | 1.29 | 2.11 | 61% |
| Returns for 1 year | -2.35 | 2.98 | -79% |
| Returns for 3 years | -12.41 | 12.08 | -103% |
| Returns for 5 years | 7.51 | 64.79 | 12% |
| Returns for 10 years | -44.59 | 82.39 | -54% |
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