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PSVIX vs VSIIX
PSVIX vs VSIIX Comparison
Open Charts PSVIX vs VSIIX
Virtus NFJ Small-Cap Value Inst
Price$14.47
Change-$0.27 (-1.83%)
VolumeN/A
Net Assets252.31M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
PSVIX vs VSIIX Comparison Chart
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PSVIX vs. VSIIX commentary
Jun 16, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PSVIX (252M). VSIIX pays higher dividends than PSVIX: VSIIX (2.24) vs PSVIX (1.29). PSVIX was incepted earlier than VSIIX: PSVIX (34 years) vs VSIIX (26 years). PSVIX (0.90) is less costly to investors than VSIIX (0.06). PSVIX is a more actively managed with annual turnover of: 60.00 vs. VSIIX (16.00). PSVIX has a lower initial minimum investment than VSIIX: PSVIX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. PSVIX (-0.79). VSIIX return over 5 years is better than : 80.64 vs. PSVIX (18.90).
| PSVIX | VSIIX | PSVIX / VSIIX | |
| Total Expense Ratio | 0.82 | 0.06 | 1,367% |
| Annual Report Gross Expense Ratio | 0.90 | 0.06 | 1,500% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | -7.184 | -4.316 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 54B | 0% |
| Annual Yield % from dividends | 1.29 | 2.24 | 57% |
| Returns for 1 year | -0.79 | 3.81 | -21% |
| Returns for 3 years | -2.20 | 26.18 | -8% |
| Returns for 5 years | 18.90 | 80.64 | 23% |
| Returns for 10 years | -44.75 | 80.51 | -56% |
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