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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$18.30
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets71.79M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
AFOYX vs VMVAX Comparison Chart in %
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AFOYX vs. VMVAX commentary
Aug 17, 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 AFOYX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. AFOYX (71.8M). VMVAX pays higher dividends than AFOYX: VMVAX (2.22) vs AFOYX (1.15). AFOYX was incepted earlier than VMVAX: AFOYX (14 years) vs VMVAX (14 years). AFOYX (0.87) is less costly to investors than VMVAX (0.07). AFOYX (19.00) and VMVAX (19.00) have comparable annual turnover. VMVAX has a lower initial minimum investment than AFOYX: VMVAX (3000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 14.62 vs. VMVAX (8.08). VMVAX return over 5 years is better than : 65.77 vs. AFOYX (54.81).
| AFOYX | VMVAX | AFOYX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.546 | 5.592 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 31B | 0% |
| Annual Yield % from dividends | 1.15 | 2.22 | 52% |
| Returns for 1 year | 14.62 | 8.08 | 181% |
| Returns for 3 years | 16.24 | 17.95 | 90% |
| Returns for 5 years | 54.81 | 65.77 | 83% |
| Returns for 10 years | 54.89 | 88.57 | 62% |
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