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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.27
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX commentary
Nov 18, 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AFAZX (28.4M). AFAZX pays higher dividends than VVIAX: AFAZX (2.54) vs VVIAX (2.36). AFAZX was incepted earlier than VVIAX: AFAZX (15 years) vs VVIAX (24 years). AFAZX is a more actively managed with annual turnover of: 14.85 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than AFAZX: VVIAX (3000) vs AFAZX (10000). VVIAX (25.54) and AFAZX (25.07) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. AFAZX (-13.89).
| AFAZX | VVIAX | AFAZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 16.193 | 17.922 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4M | 184B | 0% |
| Annual Yield % from dividends | 2.54 | 2.36 | 108% |
| Returns for 1 year | 25.07 | 25.54 | 98% |
| Returns for 3 years | 7.88 | 21.55 | 37% |
| Returns for 5 years | -13.89 | 50.78 | -27% |
| Returns for 10 years | -12.49 | 110.49 | -11% |
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