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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.26
Change-$0.26 (-2.26%)
VolumeN/A
Net Assets27.12M
Vanguard Value Index Adm
Price$67.46
Change-$1.38 (-2.00%)
VolumeN/A
Net Assets192.55B
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Mar 05, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. AFALX (27.1M). AFALX (2.41) and VVIAX (2.36) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (24 years). AFALX is a more actively managed with annual turnover of: 14.85 vs. VVIAX (10.00). AFALX has a lower initial minimum investment than VVIAX: AFALX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.35 vs. AFALX (4.48). VVIAX return over 5 years is better than : 63.84 vs. AFALX (-6.30).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 0.806 | 4.240 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 193B | 0% |
| Annual Yield % from dividends | 2.41 | 2.36 | 102% |
| Returns for 1 year | 4.48 | 12.35 | 36% |
| Returns for 3 years | 3.82 | 21.94 | 17% |
| Returns for 5 years | -6.30 | 63.84 | -10% |
| Returns for 10 years | -15.14 | 110.92 | -14% |
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