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PCVAX vs VISVX
PCVAX vs VISVX Comparison
Open Charts PCVAX vs VISVX
Virtus NFJ Small-Cap Value A
Price$11.74
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets265.22M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PCVAX vs VISVX Comparison Chart in %
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PCVAX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PCVAX (265M). VISVX pays higher dividends than PCVAX: VISVX (1.99) vs PCVAX (1.36). 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 : 11.64 vs. PCVAX (3.43). VISVX return over 5 years is better than : 94.00 vs. PCVAX (15.09).
| 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 | -1.921 | 2.024 | -95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 54B | 0% |
| Annual Yield % from dividends | 1.36 | 1.99 | 68% |
| Returns for 1 year | 3.43 | 11.64 | 29% |
| Returns for 3 years | -5.44 | 34.76 | -16% |
| Returns for 5 years | 15.09 | 94.00 | 16% |
| Returns for 10 years | -50.00 | 96.11 | -52% |
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