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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.18
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets499.64M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PNEAX vs VIVAX Comparison Chart
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PNEAX vs. VIVAX 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 PNEAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PNEAX (500M). VIVAX pays higher dividends than PNEAX: VIVAX (2.16) vs PNEAX (1.46). 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 : 8.01 vs. PNEAX (2.33). VIVAX return over 5 years is better than : 72.56 vs. PNEAX (15.25).
| 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 | -1.204 | 2.419 | -50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 189B | 0% |
| Annual Yield % from dividends | 1.46 | 2.16 | 68% |
| Returns for 1 year | 2.33 | 8.01 | 29% |
| Returns for 3 years | -3.98 | 32.20 | -12% |
| Returns for 5 years | 15.25 | 72.56 | 21% |
| Returns for 10 years | -30.74 | 103.54 | -30% |
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