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AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$11.81
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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AFALX vs VIVIX Comparison Chart
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AFALX vs. VIVIX 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. AFALX (28.5M). AFALX (2.41) and VIVIX (2.37) have matching dividends . AFALX was incepted earlier than VIVIX: AFALX (18 years) vs VIVIX (26 years). AFALX is a more actively managed with annual turnover of: 14.85 vs. VIVIX (10.00). AFALX has a lower initial minimum investment than VIVIX: AFALX (1000) vs VIVIX (5000000). VIVIX (20.40) and AFALX (20.16) have marching annual gain over last year. VIVIX return over 5 years is better than : 54.23 vs. AFALX (-12.93).
| AFALX | VIVIX | AFALX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 12.392 | 15.360 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 183B | 0% |
| Annual Yield % from dividends | 2.41 | 2.37 | 102% |
| Returns for 1 year | 20.16 | 20.40 | 99% |
| Returns for 3 years | -26.98 | 25.00 | -108% |
| Returns for 5 years | -12.93 | 54.23 | -24% |
| Returns for 10 years | -18.10 | 109.21 | -17% |
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