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PSVIX vs VSIAX
PSVIX vs VSIAX Comparison
Open Charts PSVIX vs VSIAX
Virtus NFJ Small-Cap Value Inst
Price$16.01
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets300.43M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
PSVIX vs VSIAX Comparison Chart
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PSVIX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSVIX (300M). VSIAX pays higher dividends than PSVIX: VSIAX (2.01) vs PSVIX (1.81). PSVIX was incepted earlier than VSIAX: PSVIX (33 years) vs VSIAX (13 years). PSVIX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PSVIX: VSIAX (3000) vs PSVIX (1000000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. PSVIX (12.75). VSIAX return over 5 years is better than : 50.37 vs. PSVIX (-0.78).
| PSVIX | VSIAX | PSVIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 2.694 | 3.217 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 58.3B | 1% |
| Annual Yield % from dividends | 1.81 | 2.01 | 90% |
| Returns for 1 year | 12.75 | 18.49 | 69% |
| Returns for 3 years | -7.99 | 17.05 | -47% |
| Returns for 5 years | -0.78 | 50.37 | -2% |
| Returns for 10 years | -33.78 | 109.60 | -31% |
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