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NFJEX vs RWEBX
NFJEX vs RWEBX Comparison
Open Charts NFJEX vs RWEBX
Virtus NFJ Dividend Value Inst
Price$10.41
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets494.71M
American Funds Washington Mutual R2E
Price$66.10
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
NFJEX vs RWEBX Comparison Chart in %
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NFJEX vs. RWEBX commentary
Jan 15, 2026
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 RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. NFJEX (495M). NFJEX pays higher dividends than RWEBX: NFJEX (2.32) vs RWEBX (0.79). NFJEX was incepted earlier than RWEBX: NFJEX (26 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than NFJEX (0.74). NFJEX is a more actively managed with annual turnover of: 36.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than NFJEX: RWEBX (250) vs NFJEX (1000000). RWEBX annual gain was more profitable for investors over the last year : 9.12 vs. NFJEX (1.08). RWEBX return over 5 years is better than : 35.86 vs. NFJEX (1.80).
| NFJEX | RWEBX | NFJEX / RWEBX | |
| Total Expense Ratio | 0.70 | 1.06 | 66% |
| Annual Report Gross Expense Ratio | 0.74 | 1.06 | 70% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 3.069 | 2.132 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 208B | 0% |
| Annual Yield % from dividends | 2.32 | 0.79 | 292% |
| Returns for 1 year | 1.08 | 9.12 | 12% |
| Returns for 3 years | 5.93 | 28.67 | 21% |
| Returns for 5 years | 1.80 | 35.86 | 5% |
| Returns for 10 years | -7.64 | 95.32 | -8% |
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