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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$10.85
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets493.1M
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Nov 14, 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: 208B vs. PNEAX (493M). VIVAX (1.98) and PNEAX (1.93) have matching dividends . 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: 36.00 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 : 6.68 vs. PNEAX (-1.34). VIVAX return over 5 years is better than : 66.34 vs. PNEAX (10.73).
| 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 | 6.570 | 11.965 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 208B | 0% |
| Annual Yield % from dividends | 1.93 | 1.98 | 98% |
| Returns for 1 year | -1.34 | 6.68 | -20% |
| Returns for 3 years | -2.04 | 33.49 | -6% |
| Returns for 5 years | 10.73 | 66.34 | 16% |
| Returns for 10 years | -17.25 | 135.00 | -13% |
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