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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$11.65
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets27.02M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AFAZX (27M). 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 annual gain was more profitable for investors over the last year : 18.18 vs. AFAZX (13.83). VVIAX return over 5 years is better than : 44.18 vs. AFAZX (-15.71).
| 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 | 2.553 | 3.195 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 184B | 0% |
| Annual Yield % from dividends | 2.54 | 2.36 | 108% |
| Returns for 1 year | 13.83 | 18.18 | 76% |
| Returns for 3 years | 2.99 | 18.46 | 16% |
| Returns for 5 years | -15.71 | 44.18 | -36% |
| Returns for 10 years | -7.51 | 111.13 | -7% |