NFJEX
Price
$10.78
Change
+$0.02 (+0.19%)
Updated
Jul 25 closing price
Net Assets
509.66M
RMFEX
Price
$60.79
Change
+$0.27 (+0.45%)
Updated
Jul 25 closing price
Net Assets
110.54B
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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$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets509.66M
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
NFJEX vs RMFEX Comparison Chart in %
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NFJEX vs. RMFEX commentary
Jul 27, 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: 111B vs. NFJEX (510M). 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 : 11.74 vs. NFJEX (3.25). RMFEX return over 5 years is better than : 62.99 vs. NFJEX (18.34).
NFJEXRMFEXNFJEX / RMFEX
Total Expense Ratio0.700.62113%
Annual Report Gross Expense Ratio0.710.62115%
Fund Existence25 years23 years-
Gain YTD3.75211.52733%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets510M111B0%
Annual Yield % from dividends1.891.53124%
Returns for 1 year3.2511.7428%
Returns for 3 years-2.7932.08-9%
Returns for 5 years18.3462.9929%
Returns for 10 years-19.7688.96-22%
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