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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.21
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets26.11M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Jun 07, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFALX (26.1M). VVIAX pays higher dividends than AFALX: VVIAX (2.28) vs AFALX (2.15). AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (25 years). AFALX (2.04) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFALX (7.36). 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 : 6.91 vs. AFALX (4.87). VVIAX return over 5 years is better than : 59.00 vs. AFALX (-11.47).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 2.04 | 0.05 | 4,080% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.448 | 1.452 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 189B | 0% |
| Annual Yield % from dividends | 2.15 | 2.28 | 94% |
| Returns for 1 year | 4.87 | 6.91 | 71% |
| Returns for 3 years | 4.72 | 20.08 | 23% |
| Returns for 5 years | -11.47 | 59.00 | -19% |
| Returns for 10 years | -16.36 | 103.66 | -16% |
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