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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$16.86
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets69.28M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
AFOYX vs VMVAX Comparison Chart
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AFOYX vs. VMVAX commentary
Jan 19, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. AFOYX (69.3M). VMVAX pays higher dividends than AFOYX: VMVAX (2.14) vs AFOYX (1.57). AFOYX was incepted earlier than VMVAX: AFOYX (13 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. AFOYX (17.00). 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 : 21.29 vs. VMVAX (17.93). VMVAX return over 5 years is better than : 38.32 vs. AFOYX (27.09).
| AFOYX | VMVAX | AFOYX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.690 | 2.745 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.3M | 30.1B | 0% |
| Annual Yield % from dividends | 1.57 | 2.14 | 73% |
| Returns for 1 year | 21.29 | 17.93 | 119% |
| Returns for 3 years | 1.77 | 11.64 | 15% |
| Returns for 5 years | 27.09 | 38.32 | 71% |
| Returns for 10 years | 37.80 | 93.65 | 40% |
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