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NEFJX vs VRTIX
NEFJX vs VRTIX Comparison
Open Charts NEFJX vs VRTIX
NEFJX vs VRTIX Comparison Chart in %
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NEFJX vs. VRTIX commentary
Aug 03, 2026
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 NEFJX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. NEFJX (1.45B). VRTIX pays higher dividends than NEFJX: VRTIX (1.12) vs NEFJX (0.67). NEFJX was incepted earlier than VRTIX: NEFJX (30 years) vs VRTIX (16 years). NEFJX (1.30) is less costly to investors than VRTIX (0.05). NEFJX is a more actively managed with annual turnover of: 120.00 vs. VRTIX (14.00). NEFJX has a lower initial minimum investment than VRTIX: NEFJX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. NEFJX (14.47). VRTIX return over 5 years is better than : 34.10 vs. NEFJX (16.81).
| NEFJX | VRTIX | NEFJX / VRTIX | |
| Total Expense Ratio | 1.26 | 0.05 | 2,520% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 8.862 | 18.455 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 18.6B | 8% |
| Annual Yield % from dividends | 0.67 | 1.12 | 60% |
| Returns for 1 year | 14.47 | 33.01 | 44% |
| Returns for 3 years | 28.55 | 48.81 | 58% |
| Returns for 5 years | 16.81 | 34.10 | 49% |
| Returns for 10 years | 24.11 | 154.24 | 16% |
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