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PNEAX vs VIVAX
PNEAX vs VIVAX Comparison
Open Charts PNEAX vs VIVAX
Virtus NFJ Dividend Value A
Price$11.01
Change+$0.14 (+1.29%)
VolumeN/A
Net Assets494.61M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PNEAX vs VIVAX Comparison Chart in %
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PNEAX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PNEAX (495M). VIVAX (1.93) and PNEAX (1.89) 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 : 4.76 vs. PNEAX (-2.11). VIVAX return over 5 years is better than : 61.14 vs. PNEAX (9.52).
| 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 | 7.061 | 11.753 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 208B | 0% |
| Annual Yield % from dividends | 1.89 | 1.93 | 98% |
| Returns for 1 year | -2.11 | 4.76 | -44% |
| Returns for 3 years | -2.81 | 29.79 | -9% |
| Returns for 5 years | 9.52 | 61.14 | 16% |
| Returns for 10 years | -19.14 | 127.21 | -15% |
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