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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.20
Change+$0.30 (+2.75%)
VolumeN/A
Net Assets25.39M
Vanguard Value Index Adm
Price$66.90
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
May 13, 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: 184B vs. AFALX (25.4M). VVIAX pays higher dividends than AFALX: VVIAX (2.34) vs AFALX (2.23). 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 : 4.59 vs. AFALX (0.96). VVIAX return over 5 years is better than : 72.66 vs. AFALX (-2.23).
| 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 | -2.417 | -0.684 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 184B | 0% |
| Annual Yield % from dividends | 2.23 | 2.34 | 95% |
| Returns for 1 year | 0.96 | 4.59 | 21% |
| Returns for 3 years | 4.00 | 21.41 | 19% |
| Returns for 5 years | -2.23 | 72.66 | -3% |
| Returns for 10 years | -19.18 | 97.34 | -20% |
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