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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$11.74
Change-$0.32 (-2.65%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
AFAZX vs VVIAX Comparison Chart
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AFAZX vs. VVIAX commentary
Dec 19, 2024
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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B 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 (16.45) and AFAZX (15.96) have marching annual gain over last year. VVIAX return over 5 years is better than : 44.62 vs. AFAZX (-17.00).
| 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 | 14.205 | 16.051 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 195B | 0% |
| Annual Yield % from dividends | 2.54 | 2.36 | 108% |
| Returns for 1 year | 15.96 | 16.45 | 97% |
| Returns for 3 years | 7.28 | 20.49 | 36% |
| Returns for 5 years | -17.00 | 44.62 | -38% |
| Returns for 10 years | -9.16 | 104.84 | -9% |
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