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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$11.54
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets26.72M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX commentary
Jun 14, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFAZX (26.7M). VVIAX (2.28) and AFAZX (2.20) have matching dividends . AFAZX was incepted earlier than VVIAX: AFAZX (16 years) vs VVIAX (25 years). AFAZX (1.62) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFAZX (7.36). VVIAX has a lower initial minimum investment than AFAZX: VVIAX (3000) vs AFAZX (10000). VVIAX annual gain was more profitable for investors over the last year : 8.89 vs. AFAZX (8.43). VVIAX return over 5 years is better than : 73.96 vs. AFAZX (-0.45).
| AFAZX | VVIAX | AFAZX / VVIAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 2.729 | 3.269 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7M | 189B | 0% |
| Annual Yield % from dividends | 2.20 | 2.28 | 96% |
| Returns for 1 year | 8.43 | 8.89 | 95% |
| Returns for 3 years | 17.47 | 33.27 | 53% |
| Returns for 5 years | -0.45 | 73.96 | -1% |
| Returns for 10 years | -12.85 | 105.19 | -12% |
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