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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.87
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets25.98M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Nov 20, 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: 208B vs. AFALX (26M). VVIAX (2.09) and AFALX (2.04) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (25 years). AFALX (1.98) is less costly to investors than VVIAX (0.05). AFALX is a more actively managed with annual turnover of: 12.78 vs. VVIAX (9.00). 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 : 4.75 vs. AFALX (0.22). VVIAX return over 5 years is better than : 62.26 vs. AFALX (-13.99).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.98 | 0.05 | 3,960% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 6.267 | 9.412 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 208B | 0% |
| Annual Yield % from dividends | 2.04 | 2.09 | 98% |
| Returns for 1 year | 0.22 | 4.75 | 5% |
| Returns for 3 years | 11.56 | 30.32 | 38% |
| Returns for 5 years | -13.99 | 62.26 | -22% |
| Returns for 10 years | -9.36 | 123.23 | -8% |
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