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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.87
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets25.98M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Nov 20, 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: 208B vs. AFALX (26M). AFALX (2.04) and VIVAX (1.98) have matching dividends . AFALX was incepted earlier than VIVAX: AFALX (19 years) vs VIVAX (33 years). AFALX (1.98) is less costly to investors than VIVAX (0.17). AFALX is a more actively managed with annual turnover of: 12.78 vs. VIVAX (9.00). 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 : 4.74 vs. AFALX (0.22). VIVAX return over 5 years is better than : 62.22 vs. AFALX (-13.99).
| AFALX | VIVAX | AFALX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.98 | 0.17 | 1,165% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 6.267 | 9.390 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 208B | 0% |
| Annual Yield % from dividends | 2.04 | 1.98 | 103% |
| Returns for 1 year | 0.22 | 4.74 | 5% |
| Returns for 3 years | 11.56 | 30.30 | 38% |
| Returns for 5 years | -13.99 | 62.22 | -22% |
| Returns for 10 years | -9.36 | 123.22 | -8% |
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