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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets26.9M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX commentary
Aug 17, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. AFAZX (26.9M). VVIAX (2.18) and AFAZX (2.11) 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 (7.91) and AFAZX (7.56) have marching annual gain over last year. VVIAX return over 5 years is better than : 68.54 vs. AFAZX (-5.56).
| 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 | 6.074 | 6.517 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 196B | 0% |
| Annual Yield % from dividends | 2.11 | 2.18 | 97% |
| Returns for 1 year | 7.56 | 7.91 | 96% |
| Returns for 3 years | 11.19 | 25.93 | 43% |
| Returns for 5 years | -5.56 | 68.54 | -8% |
| Returns for 10 years | -8.05 | 114.61 | -7% |
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