NFJEX
Price
$10.68
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
510.63M
RMFEX
Price
$59.82
Change
+$0.38 (+0.64%)
Updated
Jul 3 closing price
Net Assets
109.01B
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NFJEX vs RMFEX

Header iconNFJEX vs RMFEX Comparison
Open Charts NFJEX vs RMFEXBanner chart's image
Virtus NFJ Dividend Value Inst
Price$10.68
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
NFJEX vs RMFEX Comparison Chart in %
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NFJEX vs. RMFEX commentary
Jul 06, 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 StrongBuy and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. NFJEX (511M). NFJEX pays higher dividends than RMFEX: NFJEX (1.89) vs RMFEX (1.53). NFJEX was incepted earlier than RMFEX: NFJEX (25 years) vs RMFEX (23 years). NFJEX (0.71) is less costly to investors than RMFEX (0.62). NFJEX is a more actively managed with annual turnover of: 53.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than NFJEX: RMFEX (250) vs NFJEX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. NFJEX (6.18). RMFEX return over 5 years is better than : 64.33 vs. NFJEX (21.42).
NFJEXRMFEXNFJEX / RMFEX
Total Expense Ratio0.700.62113%
Annual Report Gross Expense Ratio0.710.62115%
Fund Existence25 years23 years-
Gain YTD2.7899.74829%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets511M109B0%
Annual Yield % from dividends1.891.53124%
Returns for 1 year6.1811.8152%
Returns for 3 years-1.3830.45-5%
Returns for 5 years21.4264.3333%
Returns for 10 years-20.7986.20-24%
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