Interact to see
Advertisement
Advertisement
NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$10.46
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets497M
Vanguard Value Index I
Price$69.05
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
NFJEX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NFJEX vs. VIVIX commentary
Aug 07, 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: 196B vs. NFJEX (497M). VIVIX pays higher dividends than NFJEX: VIVIX (2.19) vs NFJEX (1.87). 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 : 9.99 vs. NFJEX (1.52). VIVIX return over 5 years is better than : 67.54 vs. NFJEX (13.03).
| 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 | 1.442 | 4.715 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 196B | 0% |
| Annual Yield % from dividends | 1.87 | 2.19 | 85% |
| Returns for 1 year | 1.52 | 9.99 | 15% |
| Returns for 3 years | -7.35 | 29.11 | -25% |
| Returns for 5 years | 13.03 | 67.54 | 19% |
| Returns for 10 years | -21.88 | 113.02 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement