Ad is loading...
AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.81
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AFALX vs VIVAX Comparison Chart
Loading...
AFALX vs. VIVAX commentary
Sep 21, 2024
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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. AFALX (28.5M). AFALX pays higher dividends than VIVAX: AFALX (2.41) vs VIVAX (2.25). AFALX was incepted earlier than VIVAX: AFALX (18 years) vs VIVAX (32 years). AFALX is a more actively managed with annual turnover of: 14.85 vs. VIVAX (10.00). AFALX has a lower initial minimum investment than VIVAX: AFALX (1000) vs VIVAX (3000). VIVAX (20.39) and AFALX (20.16) have marching annual gain over last year. VIVAX return over 5 years is better than : 54.21 vs. AFALX (-12.93).
| AFALX | VIVAX | AFALX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 12.392 | 15.335 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 183B | 0% |
| Annual Yield % from dividends | 2.41 | 2.25 | 107% |
| Returns for 1 year | 20.16 | 20.39 | 99% |
| Returns for 3 years | -26.98 | 25.01 | -108% |
| Returns for 5 years | -12.93 | 54.21 | -24% |
| Returns for 10 years | -18.10 | 109.13 | -17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers