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PDIAX vs VVIAX
PDIAX vs VVIAX Comparison
Open Charts PDIAX vs VVIAX
Virtus KAR Equity Income A
Price$21.57
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets132.85M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PDIAX vs VVIAX Comparison Chart
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PDIAX vs. VVIAX commentary
Jun 15, 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 PDIAX is a Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PDIAX (133M). PDIAX pays higher dividends than VVIAX: PDIAX (2.71) vs VVIAX (2.28). PDIAX was incepted earlier than VVIAX: PDIAX (28 years) vs VVIAX (25 years). PDIAX (1.12) is less costly to investors than VVIAX (0.05). PDIAX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). PDIAX has a lower initial minimum investment than VVIAX: PDIAX (0) vs VVIAX (3000). PDIAX annual gain was more profitable for investors over the last year : 12.62 vs. VVIAX (8.01). VVIAX return over 5 years is better than : 72.56 vs. PDIAX (17.09).
| PDIAX | VVIAX | PDIAX / VVIAX | |
| Total Expense Ratio | 0.98 | 0.05 | 1,960% |
| Annual Report Gross Expense Ratio | 1.12 | 0.05 | 2,240% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 6.466 | 2.436 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 189B | 0% |
| Annual Yield % from dividends | 2.71 | 2.28 | 119% |
| Returns for 1 year | 12.62 | 8.01 | 157% |
| Returns for 3 years | 19.51 | 32.19 | 61% |
| Returns for 5 years | 17.09 | 72.56 | 24% |
| Returns for 10 years | 17.68 | 103.54 | 17% |
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