Interact to see
Advertisement
Advertisement
AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.08
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets26.01M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
AFAZX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFAZX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. AFAZX (26M). AFAZX pays higher dividends than VIVAX: AFAZX (2.08) vs VIVAX (1.98). AFAZX was incepted earlier than VIVAX: AFAZX (16 years) vs VIVAX (33 years). AFAZX (1.59) 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 : 5.05 vs. AFAZX (0.71). VIVAX return over 5 years is better than : 62.93 vs. AFAZX (-11.67).
| AFAZX | VIVAX | AFAZX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.59 | 0.17 | 935% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 6.338 | 9.329 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 208B | 0% |
| Annual Yield % from dividends | 2.08 | 1.98 | 105% |
| Returns for 1 year | 0.71 | 5.05 | 14% |
| Returns for 3 years | 12.43 | 30.23 | 41% |
| Returns for 5 years | -11.67 | 62.93 | -19% |
| Returns for 10 years | -6.42 | 123.10 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement