Virtus NFJ Dividend Value Fund (NFJEX) Alternatives
Virtus NFJ Dividend Value Fund (NFJEX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NFJEX. 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 NFJEX
NFJEX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NFJEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NFJEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NFJEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NFJEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NFJEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NFJEX vs TILVX |
Best Risk-Adjusted Alternatives to NFJEX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NFJEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NFJEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NFJEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NFJEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NFJEX vs VALAX |
Top Performing NFJEX Alternatives (YTD)
NFJEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | NFJEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NFJEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NFJEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NFJEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NFJEX vs HFCVX |
Lowest Volatility Alternatives to NFJEX
NFJEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | NFJEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NFJEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NFJEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NFJEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NFJEX vs ACIIX |
Lowest Drawdown Alternatives to NFJEX
NFJEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | NFJEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NFJEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NFJEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NFJEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NFJEX vs PSECX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | NFJEX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | -0.19% | Apr 18, 1993 | NFJEX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 57 | -3.69% | Feb 27, 2007 | NFJEX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 13 | -2.47% | May 8, 2000 | NFJEX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | NFJEX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | NFJEX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | NFJEX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | NFJEX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | NFJEX vs AZBIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 72 | 0.40% | Dec 17, 2012 | NFJEX vs AZMIX |
Often Compared With NFJEX
What investors most often compare with NFJEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | NFJEX vs FXAIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | NFJEX vs CIGEX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | NFJEX vs SCHD | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 26 | -13.83% | Nov 13, 2000 | NFJEX vs VIGAX | |
| Virtus Water Fund | Energy Equities | 19 | -2.95% | Mar 30, 2008 | NFJEX vs AWTAX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 3 | -11.12% | Feb 4, 2002 | NFJEX vs RAGHX | |
| Virtus Global Small-Cap Fund | Global Equities | 1 | -7.70% | Dec 30, 1996 | NFJEX vs DGSCX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | NFJEX vs VVIAX |
Compare NFJEX with Any Fund or Stock
Compare NFJEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.