Ad is loading...
PSVIX vs VSIIX
PSVIX vs VSIIX Comparison
Open Charts PSVIX vs VSIIX
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$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
PSVIX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSVIX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PSVIX (316M). VSIIX pays higher dividends than PSVIX: VSIIX (2.02) vs PSVIX (1.81). PSVIX was incepted earlier than VSIIX: PSVIX (33 years) vs VSIIX (25 years). PSVIX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). PSVIX has a lower initial minimum investment than VSIIX: PSVIX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. PSVIX (6.17). VSIIX return over 5 years is better than : 52.86 vs. PSVIX (5.84).
| PSVIX | VSIIX | PSVIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 12.000 | 15.027 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 63B | 1% |
| Annual Yield % from dividends | 1.81 | 2.02 | 89% |
| Returns for 1 year | 6.17 | 16.22 | 38% |
| Returns for 3 years | -1.24 | 20.66 | -6% |
| Returns for 5 years | 5.84 | 52.86 | 11% |
| Returns for 10 years | -32.97 | 105.75 | -31% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers