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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.94
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets504.54M
Vanguard Value Index Adm
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
NFJEX vs VVIAX Comparison Chart in %
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NFJEX vs. VVIAX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. NFJEX (505M). VVIAX pays higher dividends than NFJEX: VVIAX (2.10) vs NFJEX (1.80). 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 : 6.87 vs. NFJEX (-1.44). VVIAX return over 5 years is better than : 73.52 vs. NFJEX (17.82).
| 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 | 4.811 | 8.956 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 203B | 0% |
| Annual Yield % from dividends | 1.80 | 2.10 | 85% |
| Returns for 1 year | -1.44 | 6.87 | -21% |
| Returns for 3 years | 2.48 | 38.36 | 6% |
| Returns for 5 years | 17.82 | 73.52 | 24% |
| Returns for 10 years | -11.42 | 137.92 | -8% |
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