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AFAZX vs VIVIX
AFAZX vs VIVIX Comparison
Open Charts AFAZX vs VIVIX
Applied Finance Dividend Institutional
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets26.9M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFAZX vs VIVIX Comparison Chart in %
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AFAZX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. AFAZX (26.9M). VIVIX (2.19) and AFAZX (2.11) have matching dividends . AFAZX was incepted earlier than VIVIX: AFAZX (16 years) vs VIVIX (27 years). AFAZX (1.62) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. AFAZX (7.36). AFAZX has a lower initial minimum investment than VIVIX: AFAZX (10000) vs VIVIX (5000000). VIVIX (7.91) and AFAZX (7.56) have marching annual gain over last year. VIVIX return over 5 years is better than : 68.54 vs. AFAZX (-5.56).
| AFAZX | VIVIX | AFAZX / VIVIX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 1.62 | 0.04 | 4,050% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 6.074 | 6.533 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 196B | 0% |
| Annual Yield % from dividends | 2.11 | 2.19 | 96% |
| Returns for 1 year | 7.56 | 7.91 | 96% |
| Returns for 3 years | 11.19 | 25.93 | 43% |
| Returns for 5 years | -5.56 | 68.54 | -8% |
| Returns for 10 years | -8.05 | 114.61 | -7% |
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