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NFJEX vs RMFEX
NFJEX vs RMFEX Comparison
Open Charts NFJEX vs RMFEX
Virtus NFJ Dividend Value Inst
Price$9.36
Change-$0.32 (-3.31%)
VolumeN/A
Net Assets485.63M
American Funds American Mutual R4
Price$52.52
Change-$1.37 (-2.54%)
VolumeN/A
Net Assets98.3B
NFJEX vs RMFEX Comparison Chart
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NFJEX vs. RMFEX commentary
Apr 11, 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 NFJEX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. NFJEX (486M). NFJEX pays higher dividends than RMFEX: NFJEX (1.78) vs RMFEX (1.61). NFJEX was incepted earlier than RMFEX: NFJEX (25 years) vs RMFEX (23 years). NFJEX (0.71) is less costly to investors than RMFEX (0.62). NFJEX is a more actively managed with annual turnover of: 53.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than NFJEX: RMFEX (250) vs NFJEX (1000000). RMFEX annual gain was more profitable for investors over the last year : 3.44 vs. NFJEX (-4.71). RMFEX return over 5 years is better than : 57.48 vs. NFJEX (14.86).
| NFJEX | RMFEX | NFJEX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.71 | 0.62 | 115% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | -7.326 | -1.496 | 490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 98.3B | 0% |
| Annual Yield % from dividends | 1.78 | 1.61 | 110% |
| Returns for 1 year | -4.71 | 3.44 | -137% |
| Returns for 3 years | -18.22 | 8.16 | -223% |
| Returns for 5 years | 14.86 | 57.48 | 26% |
| Returns for 10 years | -29.72 | 62.82 | -47% |
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