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PSVIX vs VISVX
PSVIX vs VISVX Comparison
Open Charts PSVIX vs VISVX
Virtus NFJ Small-Cap Value Inst
Price$15.32
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets265.22M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSVIX vs VISVX Comparison Chart in %
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PSVIX vs. VISVX 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 PSVIX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSVIX (265M). VISVX pays higher dividends than PSVIX: VISVX (1.99) vs PSVIX (1.25). 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 : 11.64 vs. PSVIX (4.61). VISVX return over 5 years is better than : 94.00 vs. PSVIX (25.89).
| 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 | -1.732 | 2.024 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 54B | 0% |
| Annual Yield % from dividends | 1.25 | 1.99 | 63% |
| Returns for 1 year | 4.61 | 11.64 | 40% |
| Returns for 3 years | 1.37 | 34.76 | 4% |
| Returns for 5 years | 25.89 | 94.00 | 28% |
| Returns for 10 years | -39.98 | 96.11 | -42% |
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