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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$15.26
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets258.12M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PSVIX vs VISVX Comparison Chart in %
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PSVIX vs. VISVX commentary
Aug 17, 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 PSVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PSVIX (258M). VISVX pays higher dividends than PSVIX: VISVX (1.95) vs PSVIX (1.24). PSVIX was incepted earlier than VISVX: PSVIX (34 years) vs VISVX (27 years). PSVIX (0.90) is less costly to investors than VISVX (0.19). PSVIX is a more actively managed with annual turnover of: 60.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PSVIX: VISVX (3000) vs PSVIX (1000000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. PSVIX (-2.33). VISVX return over 5 years is better than : 76.46 vs. PSVIX (15.21).
| PSVIX | VISVX | PSVIX / VISVX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | -2.117 | 2.657 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 56.4B | 0% |
| Annual Yield % from dividends | 1.24 | 1.95 | 64% |
| Returns for 1 year | -2.33 | 6.61 | -35% |
| Returns for 3 years | -10.37 | 19.23 | -54% |
| Returns for 5 years | 15.21 | 76.46 | 20% |
| Returns for 10 years | -39.33 | 99.26 | -40% |
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