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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$12.18
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Nov 14, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AFALX (28.7M). AFALX (2.41) and VVIAX (2.36) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (18 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). AFALX (29.41) and VVIAX (29.29) have marching annual gain over last year. VVIAX return over 5 years is better than : 53.41 vs. AFALX (-14.26).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 16.811 | 19.003 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7M | 184B | 0% |
| Annual Yield % from dividends | 2.41 | 2.36 | 102% |
| Returns for 1 year | 29.41 | 29.29 | 100% |
| Returns for 3 years | 8.04 | 22.51 | 36% |
| Returns for 5 years | -14.26 | 53.41 | -27% |
| Returns for 10 years | -13.76 | 113.85 | -12% |