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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.32
Change-$0.10 (-0.96%)
VolumeN/A
Net Assets494.63M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
NFJEX vs VVIAX Comparison Chart
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NFJEX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. NFJEX (495M). VVIAX pays higher dividends than NFJEX: VVIAX (2.28) vs NFJEX (1.83). NFJEX was incepted earlier than VVIAX: NFJEX (25 years) vs VVIAX (25 years). NFJEX (0.71) is less costly to investors than VVIAX (0.05). NFJEX is a more actively managed with annual turnover of: 53.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than NFJEX: VVIAX (3000) vs NFJEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. NFJEX (2.69). VVIAX return over 5 years is better than : 72.56 vs. NFJEX (17.46).
| NFJEX | VVIAX | NFJEX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.71 | 0.05 | 1,420% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.199 | 2.436 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 189B | 0% |
| Annual Yield % from dividends | 1.83 | 2.28 | 80% |
| Returns for 1 year | 2.69 | 8.01 | 34% |
| Returns for 3 years | -2.76 | 32.19 | -9% |
| Returns for 5 years | 17.46 | 72.56 | 24% |
| Returns for 10 years | -25.25 | 103.54 | -24% |
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