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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$12.11
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.21M
Vanguard Value Index I
Price$71.47
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets195.81B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Sep 01, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. AFALX (27.2M). AFALX (2.00) and VIVAX (1.99) 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). 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 : 7.13 vs. AFALX (6.28). VIVAX return over 5 years is better than : 69.23 vs. AFALX (-6.49).
| 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 | 8.415 | 8.238 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2M | 196B | 0% |
| Annual Yield % from dividends | 2.00 | 1.99 | 100% |
| Returns for 1 year | 6.28 | 7.13 | 88% |
| Returns for 3 years | 20.28 | 35.06 | 58% |
| Returns for 5 years | -6.49 | 69.23 | -9% |
| Returns for 10 years | -1.07 | 138.92 | -1% |
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