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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets509.66M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Jul 28, 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: 195B vs. PNEAX (510M). 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 : 9.76 vs. PNEAX (2.86). VIVAX return over 5 years is better than : 74.87 vs. PNEAX (16.05).
| 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 | 3.641 | 6.724 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.06 | 77% |
| Returns for 1 year | 2.86 | 9.76 | 29% |
| Returns for 3 years | -4.00 | 34.31 | -12% |
| Returns for 5 years | 16.05 | 74.87 | 21% |
| Returns for 10 years | -25.77 | 116.32 | -22% |
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