Interact to see
Advertisement
Advertisement
PNEAX vs VVIAX
PNEAX vs VVIAX Comparison
Open Charts PNEAX vs VVIAX
Virtus NFJ Dividend Value A
Price$10.53
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PNEAX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PNEAX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PNEAX (511M). VVIAX pays higher dividends than PNEAX: VVIAX (2.18) vs PNEAX (1.59). PNEAX was incepted earlier than VVIAX: PNEAX (24 years) vs VVIAX (25 years). PNEAX (1.02) is less costly to investors than VVIAX (0.05). PNEAX is a more actively managed with annual turnover of: 53.00 vs. VVIAX (9.00). PNEAX has a lower initial minimum investment than VVIAX: PNEAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. PNEAX (5.83). VVIAX return over 5 years is better than : 80.13 vs. PNEAX (19.09).
| PNEAX | VVIAX | PNEAX / VVIAX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 2.666 | 6.198 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 189B | 0% |
| Annual Yield % from dividends | 1.59 | 2.18 | 73% |
| Returns for 1 year | 5.83 | 12.03 | 48% |
| Returns for 3 years | -2.68 | 35.17 | -8% |
| Returns for 5 years | 19.09 | 80.13 | 24% |
| Returns for 10 years | -26.73 | 115.67 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLF | 53.19 | 0.57 | +1.08% |
| The Financial Select Sector SPDR® ETF | |||
| JQC | 5.47 | 0.01 | +0.18% |
| Nuveen Credit Strategies Income Fund | |||
| RATE | 17.81 | N/A | N/A |
| Global X Interest Rate Hedge ETF | |||
| KNGZ | 34.47 | N/A | N/A |
| FirstTrust S&P500 DvrsDiv AristocratsETF | |||
| BRTR | 50.14 | -0.09 | -0.18% |
| iShares Total Return Active ETF | |||