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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$12.11
Change+$0.17 (+1.42%)
VolumeN/A
Net Assets250.66M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PCVAX vs VISVX Comparison Chart in %
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PCVAX vs. VISVX commentary
Dec 04, 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 PCVAX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PCVAX (251M). VISVX pays higher dividends than PCVAX: VISVX (1.86) vs PCVAX (1.28). PCVAX was incepted earlier than VISVX: PCVAX (29 years) vs VISVX (28 years). PCVAX (1.23) is less costly to investors than VISVX (0.19). PCVAX is a more actively managed with annual turnover of: 48.00 vs. VISVX (16.00). PCVAX has a lower initial minimum investment than VISVX: PCVAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.68 vs. PCVAX (-10.83). VISVX return over 5 years is better than : 56.36 vs. PCVAX (-2.77).
| PCVAX | VISVX | PCVAX / VISVX | |
| Total Expense Ratio | 1.17 | 0.19 | 616% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 0.084 | 6.700 | 1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 58.3B | 0% |
| Annual Yield % from dividends | 1.28 | 1.86 | 69% |
| Returns for 1 year | -10.83 | -1.68 | 645% |
| Returns for 3 years | -9.05 | 26.40 | -34% |
| Returns for 5 years | -2.77 | 56.36 | -5% |
| Returns for 10 years | -45.95 | 112.68 | -41% |
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