Interact to see
Advertisement
Advertisement
AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$11.30
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets25.86M
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
AFAZX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFAZX vs. VVIAX commentary
May 25, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AFAZX (25.9M). VVIAX (2.34) and AFAZX (2.27) 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 annual gain was more profitable for investors over the last year : 5.52 vs. AFAZX (4.24). VVIAX return over 5 years is better than : 74.27 vs. AFAZX (1.05).
| 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 | -0.528 | -0.154 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9M | 184B | 0% |
| Annual Yield % from dividends | 2.27 | 2.34 | 97% |
| Returns for 1 year | 4.24 | 5.52 | 77% |
| Returns for 3 years | 7.88 | 20.90 | 38% |
| Returns for 5 years | 1.05 | 74.27 | 1% |
| Returns for 10 years | -15.34 | 98.21 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers