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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.66
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets27.09M
Vanguard Value Index Adm
Price$69.03
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Jul 17, 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: 195B vs. AFALX (27.1M). VVIAX (2.18) and AFALX (2.08) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (25 years). AFALX (2.04) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 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 : 5.40 vs. AFALX (4.49). VVIAX return over 5 years is better than : 70.24 vs. AFALX (-4.30).
| 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 | 25 years | - |
| Gain YTD | 4.387 | 4.093 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 195B | 0% |
| Annual Yield % from dividends | 2.08 | 2.18 | 95% |
| Returns for 1 year | 4.49 | 5.40 | 83% |
| Returns for 3 years | 18.24 | 33.38 | 55% |
| Returns for 5 years | -4.30 | 70.24 | -6% |
| Returns for 10 years | -14.13 | 107.14 | -13% |
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