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NFJEX vs VIVAX
NFJEX vs VIVAX Comparison
Open Charts NFJEX vs VIVAX
Virtus NFJ Dividend Value Inst
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets498.99M
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
NFJEX vs VIVAX Comparison Chart in %
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NFJEX vs. VIVAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. NFJEX (499M). NFJEX pays higher dividends than VIVAX: NFJEX (2.16) vs VIVAX (1.93). NFJEX was incepted earlier than VIVAX: NFJEX (26 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 : 10.16 vs. NFJEX (3.05). VIVAX return over 5 years is better than : 63.66 vs. NFJEX (14.55).
| NFJEX | VIVAX | NFJEX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 9.834 | 14.146 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 499M | 216B | 0% |
| Annual Yield % from dividends | 2.16 | 1.93 | 112% |
| Returns for 1 year | 3.05 | 10.16 | 30% |
| Returns for 3 years | 2.82 | 34.53 | 8% |
| Returns for 5 years | 14.55 | 63.66 | 23% |
| Returns for 10 years | -6.56 | 139.88 | -5% |
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