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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.62
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets26.52M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Aug 08, 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 AFALX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. AFALX (26.5M). AFALX (2.07) and VIVAX (2.06) have matching dividends . AFALX was incepted earlier than VIVAX: AFALX (19 years) vs VIVAX (33 years). AFALX (2.04) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFALX (7.36). AFALX has a lower initial minimum investment than VIVAX: AFALX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. AFALX (9.51). VIVAX return over 5 years is better than : 67.38 vs. AFALX (-7.91).
| AFALX | VIVAX | AFALX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 2.04 | 0.17 | 1,200% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 4.029 | 4.604 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5M | 196B | 0% |
| Annual Yield % from dividends | 2.07 | 2.06 | 100% |
| Returns for 1 year | 9.51 | 10.52 | 90% |
| Returns for 3 years | 13.20 | 28.85 | 46% |
| Returns for 5 years | -7.91 | 67.38 | -12% |
| Returns for 10 years | -13.55 | 109.96 | -12% |
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