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NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$9.51
Change+$0.15 (+1.60%)
VolumeN/A
Net Assets476.19M
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
NFJEX vs VIVIX Comparison Chart
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NFJEX vs. VIVIX commentary
Apr 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. NFJEX (476M). VIVIX pays higher dividends than NFJEX: VIVIX (2.27) vs NFJEX (1.78). 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 (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 : 2.23 vs. NFJEX (-6.47). VIVIX return over 5 years is better than : 66.77 vs. NFJEX (12.85).
| 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 | -8.953 | -4.290 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 191B | 0% |
| Annual Yield % from dividends | 1.78 | 2.27 | 78% |
| Returns for 1 year | -6.47 | 2.23 | -290% |
| Returns for 3 years | -19.34 | 9.75 | -198% |
| Returns for 5 years | 12.85 | 66.77 | 19% |
| Returns for 10 years | -30.99 | 91.47 | -34% |
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