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PXIIX vs VIVIX
PXIIX vs VIVIX Comparison
Open Charts PXIIX vs VIVIX
Virtus KAR Equity Income I
Price$20.62
Change-$0.37 (-1.76%)
VolumeN/A
Net Assets121.45M
Vanguard Value Index I
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
PXIIX vs VIVIX Comparison Chart
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PXIIX vs. VIVIX commentary
Mar 12, 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 PXIIX is a Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PXIIX (121M). PXIIX pays higher dividends than VIVIX: PXIIX (3.02) vs VIVIX (2.20). PXIIX was incepted earlier than VIVIX: PXIIX (17 years) vs VIVIX (27 years). PXIIX (1.10) is less costly to investors than VIVIX (0.04). PXIIX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (10.00). PXIIX has a lower initial minimum investment than VIVIX: PXIIX (100000) vs VIVIX (5000000). PXIIX annual gain was more profitable for investors over the last year : 10.37 vs. VIVIX (8.65). VIVIX return over 5 years is better than : 98.26 vs. PXIIX (41.90).
| PXIIX | VIVIX | PXIIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 4.065 | 1.802 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 195B | 0% |
| Annual Yield % from dividends | 3.02 | 2.20 | 137% |
| Returns for 1 year | 10.37 | 8.65 | 120% |
| Returns for 3 years | 14.26 | 21.83 | 65% |
| Returns for 5 years | 41.90 | 98.26 | 43% |
| Returns for 10 years | 20.71 | 107.23 | 19% |