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PSVIX vs VSIIX
PSVIX vs VSIIX Comparison
Open Charts PSVIX vs VSIIX
Virtus NFJ Small-Cap Value Inst
Price$16.41
Change-$0.20 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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PSVIX vs VSIIX Comparison Chart
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PSVIX vs. VSIIX commentary
Sep 21, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PSVIX (335M). 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 : 24.93 vs. PSVIX (12.27). VSIIX return over 5 years is better than : 58.50 vs. PSVIX (0.03).
| 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 | 7.082 | 12.339 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 57.3B | 1% |
| Annual Yield % from dividends | 1.81 | 2.02 | 89% |
| Returns for 1 year | 12.27 | 24.93 | 49% |
| Returns for 3 years | -7.57 | 22.14 | -34% |
| Returns for 5 years | 0.03 | 58.50 | 0% |
| Returns for 10 years | -51.50 | 109.09 | -47% |
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