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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$11.09
Change-$0.21 (-1.86%)
VolumeN/A
Net Assets252.31M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
PCVAX vs VISVX Comparison Chart
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PCVAX vs. VISVX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PCVAX (252M). VISVX pays higher dividends than PCVAX: VISVX (2.11) vs PCVAX (1.40). PCVAX was incepted earlier than VISVX: PCVAX (28 years) vs VISVX (27 years). PCVAX (1.23) is less costly to investors than VISVX (0.19). PCVAX is a more actively managed with annual turnover of: 60.00 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 : 3.80 vs. PCVAX (-1.87). VISVX return over 5 years is better than : 80.48 vs. PCVAX (8.81).
| PCVAX | VISVX | PCVAX / VISVX | |
| Total Expense Ratio | 1.17 | 0.19 | 616% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -7.352 | -4.331 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 54B | 0% |
| Annual Yield % from dividends | 1.40 | 2.11 | 66% |
| Returns for 1 year | -1.87 | 3.80 | -49% |
| Returns for 3 years | -8.78 | 26.12 | -34% |
| Returns for 5 years | 8.81 | 80.48 | 11% |
| Returns for 10 years | -53.98 | 80.06 | -67% |
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