Interact to see
Advertisement
Advertisement
AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.62
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets26.52M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
AFALX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFALX vs. VVIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. AFALX (26.5M). VVIAX pays higher dividends than AFALX: VVIAX (2.18) vs AFALX (2.07). 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 : 10.51 vs. AFALX (9.51). VVIAX return over 5 years is better than : 67.40 vs. AFALX (-7.91).
| 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 | 4.029 | 4.608 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5M | 196B | 0% |
| Annual Yield % from dividends | 2.07 | 2.18 | 95% |
| Returns for 1 year | 9.51 | 10.51 | 90% |
| Returns for 3 years | 13.20 | 28.85 | 46% |
| Returns for 5 years | -7.91 | 67.40 | -12% |
| Returns for 10 years | -13.55 | 109.93 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement