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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.21
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.34
Change-$0.12 (-0.18%)
VolumeN/A
CapitalizationN/A
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Jan 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AFALX (26.6M). 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 : 14.21 vs. AFALX (10.08). VVIAX return over 5 years is better than : 42.87 vs. AFALX (-17.36).
| 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 | 0.636 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 195B | 0% |
| Annual Yield % from dividends | 2.41 | 2.36 | 102% |
| Returns for 1 year | 10.08 | 14.21 | 71% |
| Returns for 3 years | -1.54 | 14.23 | -11% |
| Returns for 5 years | -17.36 | 42.87 | -40% |
| Returns for 10 years | -13.90 | 107.69 | -13% |
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