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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.68
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets510.63M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
NFJEX vs VVIAX Comparison Chart in %
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NFJEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. NFJEX (511M). VVIAX pays higher dividends than NFJEX: VVIAX (2.18) vs NFJEX (1.89). 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 : 12.03 vs. NFJEX (6.18). VVIAX return over 5 years is better than : 80.13 vs. NFJEX (21.42).
| 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 | 2.789 | 6.198 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 189B | 0% |
| Annual Yield % from dividends | 1.89 | 2.18 | 87% |
| Returns for 1 year | 6.18 | 12.03 | 51% |
| Returns for 3 years | -1.38 | 35.17 | -4% |
| Returns for 5 years | 21.42 | 80.13 | 27% |
| Returns for 10 years | -20.79 | 115.67 | -18% |
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