AFAZX
Price
$12.25
Change
+$0.07 (+0.57%)
Updated
Sep 30 closing price
Net Assets
26.43M
VIVAX
Price
$72.77
Change
+$0.28 (+0.39%)
Updated
Sep 30 closing price
Net Assets
202.84B
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AFAZX vs VIVAX

Header iconAFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAXBanner chart's image
Applied Finance Dividend Institutional
Price$12.25
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets26.43M
Vanguard Value Index I
Price$72.77
Change+$0.28 (+0.39%)
VolumeN/A
Net Assets202.84B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Oct 01, 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 Buy and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. AFAZX (26.4M). AFAZX (2.04) and VIVAX (1.99) 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). AFAZX is a more actively managed with annual turnover of: 12.78 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than AFAZX: VIVAX (3000) vs AFAZX (10000). VIVAX annual gain was more profitable for investors over the last year : 6.47 vs. AFAZX (3.05). VIVAX return over 5 years is better than : 78.17 vs. AFAZX (-3.64).
AFAZXVIVAXAFAZX / VIVAX
Total Expense Ratio0.960.17565%
Annual Report Gross Expense Ratio1.620.17953%
Fund Existence16 years33 years-
Gain YTD7.2189.81474%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets26.4M203B0%
Annual Yield % from dividends2.041.99102%
Returns for 1 year3.056.4747%
Returns for 3 years30.0350.9459%
Returns for 5 years-3.6478.17-5%
Returns for 10 years0.11139.360%
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