NFJEX
Price
$10.97
Change
-$0.11 (-0.99%)
Updated
Sep 6 closing price
VIVAX
Price
$65.31
Change
-$0.84 (-1.27%)
Updated
Sep 6 closing price
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NFJEX vs VIVAX

Header iconNFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAXBanner chart's image
Virtus NFJ Dividend Value Inst
Price$10.97
Change-$0.11 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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NFJEX vs VIVAX Comparison Chart
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VS
NFJEX vs. VIVAX commentary
Sep 08, 2024

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 StrongBuy and VIVAX is a Buy.

FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. NFJEX (613M). NFJEX pays higher dividends than VIVAX: NFJEX (3.45) vs VIVAX (2.25). NFJEX was incepted earlier than VIVAX: NFJEX (24 years) vs VIVAX (32 years). NFJEX is a more actively managed with annual turnover of: 72.00 vs. VIVAX (10.00). 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 : 19.29 vs. NFJEX (7.40). VIVAX return over 5 years is better than : 53.52 vs. NFJEX (1.77).
NFJEXVIVAXNFJEX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years32 years-
Gain YTD8.29813.48262%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets613M183B0%
Annual Yield % from dividends3.452.25153%
Returns for 1 year7.4019.2938%
Returns for 3 years-11.2919.67-57%
Returns for 5 years1.7753.523%
Returns for 10 years-21.79107.49-20%
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