Ad is loading...
AFAZX vs VIVIX
AFAZX vs VIVIX Comparison
Open Charts AFAZX vs VIVIX
Applied Finance Dividend Institutional
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AFAZX vs VIVIX Comparison Chart
Loading...
AFAZX vs. VIVIX commentary
Sep 21, 2024
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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. AFAZX (28.5M). AFAZX pays higher dividends than VIVIX: AFAZX (2.54) vs VIVIX (2.37). AFAZX was incepted earlier than VIVIX: AFAZX (15 years) vs VIVIX (26 years). AFAZX is a more actively managed with annual turnover of: 14.85 vs. VIVIX (10.00). AFAZX has a lower initial minimum investment than VIVIX: AFAZX (10000) vs VIVIX (5000000). VIVIX (20.40) and AFAZX (20.36) have marching annual gain over last year. VIVIX return over 5 years is better than : 54.23 vs. AFAZX (-11.01).
| AFAZX | VIVIX | AFAZX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 12.595 | 15.360 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 183B | 0% |
| Annual Yield % from dividends | 2.54 | 2.37 | 108% |
| Returns for 1 year | 20.36 | 20.40 | 100% |
| Returns for 3 years | -25.96 | 25.00 | -104% |
| Returns for 5 years | -11.01 | 54.23 | -20% |
| Returns for 10 years | -15.36 | 109.21 | -14% |
View a ticker or compare two or three
VS
VS
Ad is loading...