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NFJEX vs RMFEX
NFJEX vs RMFEX Comparison
Open Charts NFJEX vs RMFEX
Virtus NFJ Dividend Value Inst
Price$10.17
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets488.49M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
NFJEX vs RMFEX Comparison Chart
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NFJEX vs. RMFEX commentary
Jun 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 NFJEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. NFJEX (488M). NFJEX pays higher dividends than RMFEX: NFJEX (1.83) vs RMFEX (1.58). 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 : 8.80 vs. NFJEX (0.21). RMFEX return over 5 years is better than : 53.30 vs. NFJEX (8.34).
| 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 | -2.730 | 5.559 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 105B | 0% |
| Annual Yield % from dividends | 1.83 | 1.58 | 116% |
| Returns for 1 year | 0.21 | 8.80 | 2% |
| Returns for 3 years | -12.72 | 19.58 | -65% |
| Returns for 5 years | 8.34 | 53.30 | 16% |
| Returns for 10 years | -25.53 | 76.28 | -33% |
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