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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.22
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.85M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX commentary
Sep 09, 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: 203B vs. AFAZX (26.8M). VVIAX (2.10) and AFAZX (2.04) 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). 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 : 9.12 vs. AFAZX (7.67). VVIAX return over 5 years is better than : 71.22 vs. AFAZX (-2.97).
| 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 | 7.570 | 7.850 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 203B | 0% |
| Annual Yield % from dividends | 2.04 | 2.10 | 97% |
| Returns for 1 year | 7.67 | 9.12 | 84% |
| Returns for 3 years | 17.40 | 32.01 | 54% |
| Returns for 5 years | -2.97 | 71.22 | -4% |
| Returns for 10 years | -2.15 | 133.20 | -2% |
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