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PNEAX vs VIVIX
PNEAX vs VIVIX Comparison
Open Charts PNEAX vs VIVIX
Virtus NFJ Dividend Value A
Price$11.01
Change+$0.14 (+1.29%)
VolumeN/A
Net Assets494.61M
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PNEAX vs VIVIX Comparison Chart in %
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PNEAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. PNEAX (495M). VIVIX pays higher dividends than PNEAX: VIVIX (2.05) vs PNEAX (1.89). PNEAX was incepted earlier than VIVIX: PNEAX (24 years) vs VIVIX (27 years). PNEAX (1.02) is less costly to investors than VIVIX (0.04). PNEAX is a more actively managed with annual turnover of: 36.00 vs. VIVIX (9.00). PNEAX has a lower initial minimum investment than VIVIX: PNEAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.76 vs. PNEAX (-2.11). VIVIX return over 5 years is better than : 61.18 vs. PNEAX (9.52).
| PNEAX | VIVIX | PNEAX / VIVIX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.02 | 0.04 | 2,550% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 7.061 | 11.794 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 208B | 0% |
| Annual Yield % from dividends | 1.89 | 2.05 | 92% |
| Returns for 1 year | -2.11 | 4.76 | -44% |
| Returns for 3 years | -2.81 | 29.82 | -9% |
| Returns for 5 years | 9.52 | 61.18 | 16% |
| Returns for 10 years | -19.14 | 127.14 | -15% |
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