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AFJAX vs VTIAX
AFJAX vs VTIAX Comparison
Open Charts AFJAX vs VTIAX
AFJAX vs VTIAX Comparison Chart in %
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AFJAX vs. VTIAX commentary
Jun 19, 2026
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 AFJAX is a Hold and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. AFJAX (83.5M). AFJAX pays higher dividends than VTIAX: AFJAX (4.80) vs VTIAX (2.63). AFJAX was incepted earlier than VTIAX: AFJAX (21 years) vs VTIAX (16 years). AFJAX (1.37) is less costly to investors than VTIAX (0.09). AFJAX is a more actively managed with annual turnover of: 56.00 vs. VTIAX (4.00). AFJAX has a lower initial minimum investment than VTIAX: AFJAX (2500) vs VTIAX (3000). AFJAX annual gain was more profitable for investors over the last year : 35.04 vs. VTIAX (28.47). AFJAX (38.67) and VTIAX (37.93) have equivalent 5 years return.
| AFJAX | VTIAX | AFJAX / VTIAX | |
| Total Expense Ratio | 1.30 | 0.09 | 1,444% |
| Annual Report Gross Expense Ratio | 1.37 | 0.09 | 1,522% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 13.095 | 14.034 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 652B | 0% |
| Annual Yield % from dividends | 4.80 | 2.63 | 183% |
| Returns for 1 year | 35.04 | 28.47 | 123% |
| Returns for 3 years | 51.86 | 54.93 | 94% |
| Returns for 5 years | 38.67 | 37.93 | 102% |
| Returns for 10 years | 104.54 | 111.92 | 93% |
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