NFJEX
Price
$10.73
Change
+$0.05 (+0.47%)
Updated
Oct 17 closing price
Net Assets
490.3M
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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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$10.73
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets490.3M
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
NFJEX vs VIVAX Comparison Chart in %
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NFJEX vs. VIVAX commentary
Oct 19, 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 VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. NFJEX (490M). NFJEX pays higher dividends than VIVAX: NFJEX (2.19) vs VIVAX (1.97). 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: 36.00 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 : 4.63 vs. NFJEX (-3.44). VIVAX return over 5 years is better than : 71.78 vs. NFJEX (13.71).
NFJEXVIVAXNFJEX / VIVAX
Total Expense Ratio0.700.17412%
Annual Report Gross Expense Ratio0.710.17418%
Fund Existence25 years33 years-
Gain YTD4.1099.73842%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets490M208B0%
Annual Yield % from dividends2.191.97111%
Returns for 1 year-3.444.63-74%
Returns for 3 years7.9742.9919%
Returns for 5 years13.7171.7819%
Returns for 10 years-14.36129.45-11%
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