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PSVIX vs VSIIX
PSVIX vs VSIIX Comparison
Open Charts PSVIX vs VSIIX
Virtus NFJ Small-Cap Value Inst
Price$16.95
Change-$0.12 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PSVIX vs VSIIX Comparison Chart
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PSVIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PSVIX (320M). 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 : 28.76 vs. PSVIX (18.53). VSIIX return over 5 years is better than : 57.48 vs. PSVIX (-0.10).
| 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 | 11.148 | 15.492 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 57.6B | 1% |
| Annual Yield % from dividends | 1.81 | 2.02 | 89% |
| Returns for 1 year | 18.53 | 28.76 | 64% |
| Returns for 3 years | -12.67 | 13.30 | -95% |
| Returns for 5 years | -0.10 | 57.48 | -0% |
| Returns for 10 years | -48.88 | 108.84 | -45% |
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