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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.81
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Sep 21, 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: 183B vs. AFALX (28.5M). 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). VVIAX (20.40) and AFALX (20.16) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. AFALX (-12.93).
| 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 | 12.392 | 15.359 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 183B | 0% |
| Annual Yield % from dividends | 2.41 | 2.36 | 102% |
| Returns for 1 year | 20.16 | 20.40 | 99% |
| Returns for 3 years | -26.98 | 25.00 | -108% |
| Returns for 5 years | -12.93 | 54.20 | -24% |
| Returns for 10 years | -18.10 | 109.21 | -17% |
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