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 a closer substitute for your current allocation.
Cheapest Alternatives to NFJ
NFJ charges 0.02% annually. There are 3 mutual funds in the Dividend category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | — | Sep 2003 | NFJ vs EVT | |
| John Hancock Tax-Advantaged Dividend Income Fund | 0.01% | — | Feb 2004 | NFJ vs HTD | |
| The Gabelli Dividend and Income Trust | 0.01% | — | Nov 2003 | NFJ vs GDV | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | — | Mar 2007 | NFJ vs EOD | |
| Dimensional High Yield Equity Fund | 0.04% | — | Jan 2013 | NFJ vs DHY |
Best Risk-Adjusted Alternatives to NFJ
NFJ has a PortfoliosLab risk / return rank of 85. There are 6 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 89 | — | Nov 2012 | NFJ vs CDDYX | |
| Vanguard International High Dividend Yield Index F... | 89 | 20.50B | Mar 2016 | NFJ vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 88 | — | Mar 2005 | NFJ vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 87 | — | Dec 2011 | NFJ vs PMAIX | |
| JPMorgan Equity Income Fund R6 | 87 | — | Jul 1987 | NFJ vs OIEJX |
Top Performing NFJ Alternatives (YTD)
NFJ is at 22.25% YTD. No mutual funds in the Dividend category have higher YTD returns; the top-performing alternatives shown here go as high as 17.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Wells Fargo Advantage Funds - Allspring Global Div... | 17.65% | — | Mar 2007 | NFJ vs EOD | |
| Fidelity Dividend Growth Fund | 16.67% | — | Apr 1993 | NFJ vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 16.20% | — | Apr 2015 | NFJ vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 15.51% | — | Jul 1987 | NFJ vs OIEJX | |
| JPMorgan Equity Income Fund Class A | 15.20% | — | — | NFJ vs OIEIX |
Lowest Volatility Alternatives to NFJ
NFJ has 13.56% 1-year volatility. There are 30 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.94% | — | Dec 2011 | NFJ vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | NFJ vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.20% | — | Jul 1987 | NFJ vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | NFJ vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.97% | — | Dec 1989 | NFJ vs PDT |
Lowest Drawdown Alternatives to NFJ
NFJ has a 1-year max drawdown of -8.57%. There are 22 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | NFJ vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | NFJ vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | NFJ vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | NFJ vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | NFJ vs AMECX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 29 | 25.85% | — | Oct 2019 | NFJ vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | NFJ vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.24% | — | Mar 2018 | NFJ vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 9 | 8.88% | — | Oct 1996 | NFJ vs PKSFX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 1.15% | — | Jun 2009 | NFJ vs VIMCX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.85% | — | Oct 1995 | NFJ vs PSTAX | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | NFJ vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.83% | — | Jun 2006 | NFJ vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 40 | 14.90% | — | Dec 2010 | NFJ vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | NFJ vs NAINX |
Often Compared With NFJ
Investors most often compare NFJ with PHRAX, AMINX, GSAKX. These 15 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NFJ with Any Fund or Stock
Compare NFJ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NFJ with funds that move differently
Virtus Dividend, Interest and Premium Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NFJ.
Explore NFJ Diversifiers