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NFJEX vs VIVAX
NFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAX
Virtus NFJ Dividend Value Inst
Price$10.61
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets474.37M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
NFJEX vs VIVAX Comparison Chart in %
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NFJEX vs. VIVAX commentary
Nov 20, 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: 208B vs. NFJEX (474M). NFJEX pays higher dividends than VIVAX: NFJEX (2.21) vs VIVAX (1.98). NFJEX was incepted earlier than VIVAX: NFJEX (26 years) vs VIVAX (33 years). NFJEX (0.74) is less costly to investors than VIVAX (0.17). NFJEX is a more actively managed with annual turnover of: 36.00 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 : 5.05 vs. NFJEX (-3.76). VIVAX return over 5 years is better than : 62.93 vs. NFJEX (9.54).
| NFJEX | VIVAX | NFJEX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.74 | 0.17 | 435% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 2.945 | 9.329 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 208B | 0% |
| Annual Yield % from dividends | 2.21 | 1.98 | 112% |
| Returns for 1 year | -3.76 | 5.05 | -74% |
| Returns for 3 years | -2.48 | 30.23 | -8% |
| Returns for 5 years | 9.54 | 62.93 | 15% |
| Returns for 10 years | -16.49 | 123.10 | -13% |
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