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NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$10.95
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets506.44M
NFJEX vs VIVIX Comparison Chart in %
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NFJEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. NFJEX (506M). NFJEX (2.19) and VIVIX (2.09) have matching dividends . NFJEX was incepted earlier than VIVIX: NFJEX (25 years) vs VIVIX (27 years). NFJEX (0.71) is less costly to investors than VIVIX (0.04). NFJEX is a more actively managed with annual turnover of: 53.00 vs. VIVIX (9.00). 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 : 8.21 vs. NFJEX (1.50). VIVIX return over 5 years is better than : 73.42 vs. NFJEX (17.22).
| NFJEX | VIVIX | NFJEX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.71 | 0.04 | 1,775% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 7.117 | 10.748 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 208B | 0% |
| Annual Yield % from dividends | 2.19 | 2.09 | 105% |
| Returns for 1 year | 1.50 | 8.21 | 18% |
| Returns for 3 years | 13.51 | 49.10 | 28% |
| Returns for 5 years | 17.22 | 73.42 | 23% |
| Returns for 10 years | -12.11 | 132.88 | -9% |
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