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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets509.66M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
NFJEX vs VVIAX Comparison Chart in %
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NFJEX vs. VVIAX commentary
Jul 27, 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: 195B vs. NFJEX (510M). 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 : 9.75 vs. NFJEX (3.25). VVIAX return over 5 years is better than : 74.87 vs. NFJEX (18.34).
| 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 | 3.752 | 6.714 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 195B | 0% |
| Annual Yield % from dividends | 1.89 | 2.18 | 87% |
| Returns for 1 year | 3.25 | 9.75 | 33% |
| Returns for 3 years | -2.79 | 34.32 | -8% |
| Returns for 5 years | 18.34 | 74.87 | 24% |
| Returns for 10 years | -19.76 | 116.26 | -17% |
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