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PSVIX vs VSIAX
PSVIX vs VSIAX Comparison
Open Charts PSVIX vs VSIAX
Virtus NFJ Small-Cap Value Inst
Price$16.95
Change-$0.12 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PSVIX vs VSIAX Comparison Chart
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PSVIX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSVIX (320M). 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 : 28.76 vs. PSVIX (18.53). VSIAX return over 5 years is better than : 57.44 vs. PSVIX (-0.10).
| 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 | 11.148 | 15.498 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 57.6B | 1% |
| Annual Yield % from dividends | 1.81 | 2.01 | 90% |
| Returns for 1 year | 18.53 | 28.76 | 64% |
| Returns for 3 years | -12.67 | 13.29 | -95% |
| Returns for 5 years | -0.10 | 57.44 | -0% |
| Returns for 10 years | -48.88 | 108.79 | -45% |