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NFJEX vs RMFEX
NFJEX vs RMFEX Comparison
Open Charts NFJEX vs RMFEX
Virtus NFJ Dividend Value Inst
Price$10.76
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets571.32M
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
NFJEX vs RMFEX Comparison Chart
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NFJEX vs. RMFEX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. NFJEX (571M). NFJEX pays higher dividends than RMFEX: NFJEX (3.45) vs RMFEX (1.95). NFJEX was incepted earlier than RMFEX: NFJEX (25 years) vs RMFEX (23 years). NFJEX is a more actively managed with annual turnover of: 72.00 vs. RMFEX (25.00). 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 : 12.78 vs. NFJEX (10.22). RMFEX return over 5 years is better than : 39.96 vs. NFJEX (0.60).
| NFJEX | RMFEX | NFJEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.476 | 2.167 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 103B | 1% |
| Annual Yield % from dividends | 3.45 | 1.95 | 177% |
| Returns for 1 year | 10.22 | 12.78 | 80% |
| Returns for 3 years | -11.17 | 13.63 | -82% |
| Returns for 5 years | 0.60 | 39.96 | 2% |
| Returns for 10 years | -21.03 | 71.41 | -29% |
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