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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.53
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX 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 PNEAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PNEAX (511M). VIVAX pays higher dividends than PNEAX: VIVAX (2.06) vs PNEAX (1.59). PNEAX was incepted earlier than VIVAX: PNEAX (24 years) vs VIVAX (33 years). PNEAX (1.02) is less costly to investors than VIVAX (0.17). PNEAX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (9.00). PNEAX has a lower initial minimum investment than VIVAX: PNEAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. PNEAX (5.83). VIVAX return over 5 years is better than : 80.14 vs. PNEAX (19.09).
| PNEAX | VIVAX | PNEAX / VIVAX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.666 | 6.209 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 189B | 0% |
| Annual Yield % from dividends | 1.59 | 2.06 | 77% |
| Returns for 1 year | 5.83 | 12.04 | 48% |
| Returns for 3 years | -2.68 | 35.16 | -8% |
| Returns for 5 years | 19.09 | 80.14 | 24% |
| Returns for 10 years | -26.73 | 115.74 | -23% |