NFJEX
Price
$10.95
Change
-$0.09 (-0.82%)
Updated
Oct 7 closing price
Net Assets
506.44M
VIVAX
Price
$73.01
Change
-$0.09 (-0.12%)
Updated
Oct 7 closing price
Net Assets
207.8B
Interact to see
Advertisement

NFJEX vs VIVAX

Header iconNFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAXBanner chart's image
Virtus NFJ Dividend Value Inst
Price$10.95
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets506.44M
Vanguard Value Index I
Price$73.01
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets207.8B
NFJEX vs VIVAX Comparison Chart in %
View a ticker or compare two or three
VS
NFJEX vs. VIVAX commentary
Oct 09, 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 VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. NFJEX (506M). NFJEX pays higher dividends than VIVAX: NFJEX (2.19) vs VIVAX (1.97). NFJEX was incepted earlier than VIVAX: NFJEX (25 years) vs VIVAX (33 years). NFJEX (0.71) is less costly to investors than VIVAX (0.17). NFJEX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than NFJEX: VIVAX (3000) vs NFJEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.19 vs. NFJEX (1.50). VIVAX return over 5 years is better than : 73.42 vs. NFJEX (17.22).
NFJEXVIVAXNFJEX / VIVAX
Total Expense Ratio0.700.17412%
Annual Report Gross Expense Ratio0.710.17418%
Fund Existence25 years33 years-
Gain YTD7.11710.73866%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets506M208B0%
Annual Yield % from dividends2.191.97111%
Returns for 1 year1.508.1918%
Returns for 3 years13.5149.0828%
Returns for 5 years17.2273.4223%
Returns for 10 years-12.11132.94-9%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
APPX110.2614.17
+14.75%
Tradr 2X Long APP Daily ETF
IBTG22.90N/A
N/A
iShares iBonds Dec 2026 Term Tr ETF
EMDM28.64-0.16
-0.57%
First Trust Bloomberg Emr Mkt Dem ETF
IFGL22.98-0.24
-1.01%
iShares International Dev Real Est ETF
CSMD33.19-0.43
-1.28%
Congress SMid Growth ETF