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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$10.71
Change+$0.64 (+6.36%)
VolumeN/A
Net Assets23.27M
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX commentary
Apr 11, 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: 191B vs. AFAZX (23.3M). VVIAX (2.26) and AFAZX (2.20) have matching dividends . AFAZX was incepted earlier than VVIAX: AFAZX (16 years) vs VVIAX (24 years). AFAZX (1.62) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 10.00 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 : -4.28 vs. AFAZX (-9.95). VVIAX return over 5 years is better than : 58.34 vs. AFAZX (-4.22).
| 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 | 24 years | - |
| Gain YTD | -11.356 | -9.136 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 191B | 0% |
| Annual Yield % from dividends | 2.20 | 2.26 | 97% |
| Returns for 1 year | -9.95 | -4.28 | 233% |
| Returns for 3 years | -10.46 | 3.06 | -341% |
| Returns for 5 years | -4.22 | 58.34 | -7% |
| Returns for 10 years | -23.89 | 81.52 | -29% |
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