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NFJEX vs VIVIX
NFJEX vs VIVIX Comparison
Open Charts NFJEX vs VIVIX
Virtus NFJ Dividend Value Inst
Price$10.73
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets490.3M
NFJEX vs VIVIX Comparison Chart in %
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NFJEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. NFJEX (490M). NFJEX (2.19) and VIVIX (2.09) have matching dividends . NFJEX was incepted earlier than VIVIX: NFJEX (25 years) vs VIVIX (27 years). NFJEX (0.71) is less costly to investors than VIVIX (0.04). NFJEX is a more actively managed with annual turnover of: 36.00 vs. VIVIX (9.00). NFJEX has a lower initial minimum investment than VIVIX: NFJEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.64 vs. NFJEX (-3.44). VIVIX return over 5 years is better than : 71.78 vs. NFJEX (13.71).
| NFJEX | VIVIX | NFJEX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.71 | 0.04 | 1,775% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 4.109 | 9.748 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 208B | 0% |
| Annual Yield % from dividends | 2.19 | 2.09 | 105% |
| Returns for 1 year | -3.44 | 4.64 | -74% |
| Returns for 3 years | 7.97 | 42.98 | 19% |
| Returns for 5 years | 13.71 | 71.78 | 19% |
| Returns for 10 years | -14.36 | 129.40 | -11% |
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