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NFJEX vs VIVAX
NFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAX
Virtus NFJ Dividend Value Inst
Price$10.46
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets497M
Vanguard Value Index I
Price$69.07
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
NFJEX vs VIVAX Comparison Chart in %
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NFJEX vs. VIVAX commentary
Aug 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. NFJEX (497M). VIVAX pays higher dividends than NFJEX: VIVAX (2.06) vs NFJEX (1.87). 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 : 9.98 vs. NFJEX (1.52). VIVAX return over 5 years is better than : 67.53 vs. NFJEX (13.03).
| NFJEX | VIVAX | NFJEX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 1.442 | 4.695 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 196B | 0% |
| Annual Yield % from dividends | 1.87 | 2.06 | 91% |
| Returns for 1 year | 1.52 | 9.98 | 15% |
| Returns for 3 years | -7.35 | 29.11 | -25% |
| Returns for 5 years | 13.03 | 67.53 | 19% |
| Returns for 10 years | -21.88 | 113.05 | -19% |
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