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NFJEX vs VVIAX
NFJEX vs VVIAX Comparison
Open Charts NFJEX vs VVIAX
Virtus NFJ Dividend Value Inst
Price$10.73
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets490.3M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
NFJEX vs VVIAX Comparison Chart in %
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NFJEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. NFJEX (490M). NFJEX pays higher dividends than VVIAX: NFJEX (2.19) vs VVIAX (2.08). 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: 36.00 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 : 4.64 vs. NFJEX (-3.44). VVIAX return over 5 years is better than : 71.80 vs. NFJEX (13.71).
| 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 | 4.109 | 9.746 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 208B | 0% |
| Annual Yield % from dividends | 2.19 | 2.08 | 105% |
| Returns for 1 year | -3.44 | 4.64 | -74% |
| Returns for 3 years | 7.97 | 43.00 | 19% |
| Returns for 5 years | 13.71 | 71.80 | 19% |
| Returns for 10 years | -14.36 | 129.42 | -11% |
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