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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. AFAZX (28.5M). 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 (20.40) and AFAZX (20.36) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. AFAZX (-11.01).
| 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 | 12.595 | 15.359 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 183B | 0% |
| Annual Yield % from dividends | 2.54 | 2.36 | 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 | 54.20 | -20% |
| Returns for 10 years | -15.36 | 109.21 | -14% |