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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$10.47
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets24.22M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Apr 18, 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: 191B vs. AFALX (24.2M). VVIAX (2.26) and AFALX (2.16) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (24 years). AFALX (2.04) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 10.00 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 : 4.49 vs. AFALX (-0.41). VVIAX return over 5 years is better than : 64.55 vs. AFALX (-1.35).
| 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 | 24 years | - |
| Gain YTD | -6.267 | -4.652 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 191B | 0% |
| Annual Yield % from dividends | 2.16 | 2.26 | 95% |
| Returns for 1 year | -0.41 | 4.49 | -9% |
| Returns for 3 years | -4.95 | 9.27 | -53% |
| Returns for 5 years | -1.35 | 64.55 | -2% |
| Returns for 10 years | -22.32 | 90.25 | -25% |