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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
NFJEX vs VVIAX Comparison Chart
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NFJEX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NFJEX (606M). NFJEX pays higher dividends than VVIAX: NFJEX (3.45) vs VVIAX (2.36). NFJEX was incepted earlier than VVIAX: NFJEX (25 years) vs VVIAX (24 years). NFJEX is a more actively managed with annual turnover of: 72.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than NFJEX: VVIAX (3000) vs NFJEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. NFJEX (13.55). VVIAX return over 5 years is better than : 50.78 vs. NFJEX (-2.20).
| NFJEX | VVIAX | NFJEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.792 | 17.922 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 606M | 184B | 0% |
| Annual Yield % from dividends | 3.45 | 2.36 | 146% |
| Returns for 1 year | 13.55 | 25.54 | 53% |
| Returns for 3 years | -12.57 | 21.55 | -58% |
| Returns for 5 years | -2.20 | 50.78 | -4% |
| Returns for 10 years | -20.72 | 110.49 | -19% |
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