Interact to see
Advertisement
Advertisement
PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.75
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets506.42M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
PNEAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PNEAX vs. VIVAX commentary
Sep 09, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PNEAX (506M). VIVAX pays higher dividends than PNEAX: VIVAX (1.99) vs PNEAX (1.52). 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 : 7.74 vs. PNEAX (-0.07). VIVAX return over 5 years is better than : 70.18 vs. PNEAX (14.62).
| 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 | 4.810 | 7.845 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 203B | 0% |
| Annual Yield % from dividends | 1.52 | 1.99 | 76% |
| Returns for 1 year | -0.07 | 7.74 | -1% |
| Returns for 3 years | 0.39 | 36.63 | 1% |
| Returns for 5 years | 14.62 | 70.18 | 21% |
| Returns for 10 years | -19.66 | 131.64 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLB | 91.96 | 0.64 | +0.70% |
| The Materials Select Sector SPDR® ETF | |||
| XTWO | 49.55 | 0.07 | +0.15% |
| BondBloxx Bloomberg Two YrTrgDurUSTrsETF | |||
| RSPE | 28.69 | 0.02 | +0.07% |
| Invesco ESG S&P 500 Equal Weight ETF | |||
| CPSR | 24.66 | N/A | -0.01% |
| Calamos S&P 500 Structured Alt Protection ETF - March | |||
| EQL | 45.22 | -0.07 | -0.17% |
| ALPS Equal Sector Weight ETF | |||