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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.08
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets26.01M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. AFAZX (26M). VVIAX (2.09) and AFAZX (2.08) have matching dividends . AFAZX was incepted earlier than VVIAX: AFAZX (16 years) vs VVIAX (25 years). AFAZX (1.59) is less costly to investors than VVIAX (0.05). AFAZX is a more actively managed with annual turnover of: 12.78 vs. VVIAX (9.00). 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 : 5.07 vs. AFAZX (0.71). VVIAX return over 5 years is better than : 62.97 vs. AFAZX (-11.67).
| AFAZX | VVIAX | AFAZX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.59 | 0.05 | 3,180% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.338 | 9.352 | 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 | 2.09 | 99% |
| Returns for 1 year | 0.71 | 5.07 | 14% |
| Returns for 3 years | 12.43 | 30.25 | 41% |
| Returns for 5 years | -11.67 | 62.97 | -19% |
| Returns for 10 years | -6.42 | 123.10 | -5% |
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