Virtus Dividend, Interest and Premium Strategy Fund (NFJ) Alternatives
Virtus Dividend, Interest and Premium Strategy Fund (NFJ) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NFJ. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NFJ
NFJ charges 0.02% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among NFJ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | Sep 30, 2003 | NFJ vs EVT | |
| John Hancock Tax-Advantaged Dividend Income Fund | 0.01% | Feb 25, 2004 | NFJ vs HTD | |
| The Gabelli Dividend and Income Trust | 0.01% | Nov 28, 2003 | NFJ vs GDV | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | Mar 28, 2007 | NFJ vs EOD | |
| Dimensional High Yield Equity Fund | 0.04% | Jan 1, 2013 | NFJ vs DHY |
Best Risk-Adjusted Alternatives to NFJ
Among mutual funds in the Dividend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | NFJ vs EPDPX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NFJ vs PMAIX | |
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NFJ vs VIHAX | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 87 | Mar 28, 2007 | NFJ vs EOD | |
| American Funds The Income Fund of America Class A | 81 | Dec 1, 1973 | NFJ vs AMECX |
Top Performing NFJ Alternatives (YTD)
NFJ alternatives from the Dividend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 8.28% | Mar 30, 2005 | NFJ vs SVAAX | |
| John Hancock Tax-Advantaged Dividend Income Fund | 6.73% | Feb 25, 2004 | NFJ vs HTD | |
| EuroPac International Dividend Income Fund Class A | 5.90% | Jan 10, 2014 | NFJ vs EPDPX | |
| John Hancock Premium Dividend Fund | 5.12% | Dec 14, 1989 | NFJ vs PDT | |
| Vanguard International High Dividend Yield Index F... | 3.08% | Mar 2, 2016 | NFJ vs VIHAX |
Lowest Volatility Alternatives to NFJ
NFJ alternatives from the Dividend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 7.19% | Dec 22, 2011 | NFJ vs PMAIX | |
| American Funds The Income Fund of America Class A | 9.48% | Dec 1, 1973 | NFJ vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 10.11% | Jul 30, 1987 | NFJ vs CAIFX | |
| John Hancock Premium Dividend Fund | 13.21% | Dec 14, 1989 | NFJ vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 13.61% | Nov 8, 2012 | NFJ vs CDDYX |
Lowest Drawdown Alternatives to NFJ
NFJ alternatives from the Dividend category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -7.06% | Dec 22, 2011 | NFJ vs PMAIX | |
| American Funds The Income Fund of America Class A | -8.19% | Dec 1, 1973 | NFJ vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | -8.37% | Jul 30, 1987 | NFJ vs CAIFX | |
| Vanguard Dividend Growth Fund | -9.57% | May 15, 1992 | NFJ vs VDIGX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -10.17% | Nov 8, 2012 | NFJ vs CDDYX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | NFJ vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | NFJ vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | NFJ vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | NFJ vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | NFJ vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | NFJ vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | NFJ vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | NFJ vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | NFJ vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | NFJ vs PHRAX |
Often Compared With NFJ
What investors most often compare with NFJ, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Amana Income Fund Institutional Class | Dividend | 38 | -4.76% | Sep 25, 2013 | NFJ vs AMINX | |
| JPMorgan Equity Income Fund Class A | Dividend | 37 | -0.40% | — | NFJ vs OIEIX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | NFJ vs SPY | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | Large Cap Value Equities, Dividend | 65 | 1.97% | Feb 7, 2019 | NFJ vs VHYAX | |
| AAM/Bahl & Gaynor Income Growth Fund Class I | Large Cap Blend Equities, Dividend | 55 | 1.74% | Jul 5, 2012 | NFJ vs AFNIX | |
| PGIM Jennison Rising Dividend Fund | Large Cap Blend Equities, Dividend | 67 | 0.63% | Mar 4, 2014 | NFJ vs PJDZX |
Compare NFJ with Any Fund or Stock
Compare NFJ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.