Interact to see
Advertisement
Advertisement
NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.46
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets497M
Vanguard Value Index Adm
Price$69.05
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
NFJEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NFJEX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. NFJEX (497M). VVIAX pays higher dividends than NFJEX: VVIAX (2.18) vs NFJEX (1.87). NFJEX was incepted earlier than VVIAX: NFJEX (25 years) vs VVIAX (25 years). NFJEX (0.71) is less costly to investors than VVIAX (0.05). NFJEX is a more actively managed with annual turnover of: 53.00 vs. VVIAX (9.00). 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 : 9.99 vs. NFJEX (1.52). VVIAX return over 5 years is better than : 67.54 vs. NFJEX (13.03).
| NFJEX | VVIAX | NFJEX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.71 | 0.05 | 1,420% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 1.442 | 4.699 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 196B | 0% |
| Annual Yield % from dividends | 1.87 | 2.18 | 86% |
| 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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARKK | 74.16 | 1.53 | +2.11% |
| ARK Innovation ETF | |||
| SIHY | 45.76 | 0.01 | +0.02% |
| Harbor Scientific Alpha High-Yield ETF | |||
| MMU | 9.90 | N/A | N/A |
| Western Asset Managed Municipals Fund | |||
| LKOR | 42.54 | -0.07 | -0.17% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| RMNY | 23.70 | -0.09 | -0.38% |
| Rockefeller New York Municipal Bond ETF | |||