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NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$10.69
Change-$0.10 (-0.93%)
VolumeN/A
Net Assets557.17M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
NFJEX vs VIVIX Comparison Chart
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NFJEX vs. VIVIX commentary
Feb 23, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. NFJEX (557M). NFJEX pays higher dividends than VIVIX: NFJEX (3.45) vs VIVIX (2.37). NFJEX was incepted earlier than VIVIX: NFJEX (25 years) vs VIVIX (27 years). NFJEX is a more actively managed with annual turnover of: 72.00 vs. VIVIX (10.00). NFJEX has a lower initial minimum investment than VIVIX: NFJEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. NFJEX (7.02). VIVIX return over 5 years is better than : 47.20 vs. NFJEX (0.62).
| NFJEX | VIVIX | NFJEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 1.810 | 4.165 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 193B | 0% |
| Annual Yield % from dividends | 3.45 | 2.37 | 146% |
| Returns for 1 year | 7.02 | 13.44 | 52% |
| Returns for 3 years | -7.79 | 23.92 | -33% |
| Returns for 5 years | 0.62 | 47.20 | 1% |
| Returns for 10 years | -24.56 | 105.52 | -23% |
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