Ad is loading...
NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$10.76
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets571.32M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
NFJEX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NFJEX vs. VIVIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. NFJEX (571M). 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 : 18.21 vs. NFJEX (10.22). VIVIX return over 5 years is better than : 44.19 vs. NFJEX (0.60).
| 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 | 2.476 | 3.211 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 184B | 0% |
| Annual Yield % from dividends | 3.45 | 2.37 | 146% |
| Returns for 1 year | 10.22 | 18.21 | 56% |
| Returns for 3 years | -11.17 | 18.46 | -60% |
| Returns for 5 years | 0.60 | 44.19 | 1% |
| Returns for 10 years | -21.03 | 111.13 | -19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMQHX | 548.08 | 17.46 | +3.29% |
| Rydex Monthly Rbl NASDAQ-100® 2x Strt H | |||
| AFJCX | 18.01 | 0.12 | +0.67% |
| Virtus NFJ International Value C | |||
| FIRCX | 8.47 | 0.05 | +0.59% |
| Fidelity Advisor Intl Real Estate C | |||
| CBHCX | 8.32 | 0.03 | +0.36% |
| Victory Market Neutral Income C | |||
| VEVYX | 47.34 | 0.08 | +0.17% |
| Victory Sycamore Established Value Y | |||