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AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets26.9M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Aug 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 AFAZX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. AFAZX (26.9M). AFAZX (2.11) and VIVAX (2.06) have matching dividends . AFAZX was incepted earlier than VIVAX: AFAZX (16 years) vs VIVAX (33 years). AFAZX (1.62) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFAZX (7.36). VIVAX has a lower initial minimum investment than AFAZX: VIVAX (3000) vs AFAZX (10000). VIVAX (7.90) and AFAZX (7.56) have marching annual gain over last year. VIVAX return over 5 years is better than : 68.56 vs. AFAZX (-5.56).
| AFAZX | VIVAX | AFAZX / VIVAX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 6.074 | 6.512 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 196B | 0% |
| Annual Yield % from dividends | 2.11 | 2.06 | 102% |
| Returns for 1 year | 7.56 | 7.90 | 96% |
| Returns for 3 years | 11.19 | 25.93 | 43% |
| Returns for 5 years | -5.56 | 68.56 | -8% |
| Returns for 10 years | -8.05 | 114.64 | -7% |
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