NFJEX
Price
$10.68
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
510.63M
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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NFJEX vs VIVAX

Header iconNFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAXBanner chart's image
Virtus NFJ Dividend Value Inst
Price$10.68
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
NFJEX vs VIVAX Comparison Chart in %
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NFJEX vs. VIVAX 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 VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. NFJEX (511M). VIVAX pays higher dividends than NFJEX: VIVAX (2.06) vs NFJEX (1.89). NFJEX was incepted earlier than VIVAX: NFJEX (25 years) vs VIVAX (33 years). NFJEX (0.71) is less costly to investors than VIVAX (0.17). NFJEX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than NFJEX: VIVAX (3000) vs NFJEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. NFJEX (6.18). VIVAX return over 5 years is better than : 80.14 vs. NFJEX (21.42).
NFJEXVIVAXNFJEX / VIVAX
Total Expense Ratio0.700.17412%
Annual Report Gross Expense Ratio0.710.17418%
Fund Existence25 years33 years-
Gain YTD2.7896.20945%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets511M189B0%
Annual Yield % from dividends1.892.0692%
Returns for 1 year6.1812.0451%
Returns for 3 years-1.3835.16-4%
Returns for 5 years21.4280.1427%
Returns for 10 years-20.79115.74-18%
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