Ad is loading...
AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$16.15
Change-$0.99 (-5.78%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
AFOYX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFOYX vs. VMVAX 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 AFOYX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. AFOYX (69.4M). 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 : 18.46 vs. VMVAX (15.41). VMVAX return over 5 years is better than : 40.94 vs. AFOYX (31.46).
| 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 | 16.997 | 14.833 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 32.8B | 0% |
| Annual Yield % from dividends | 1.57 | 2.14 | 73% |
| Returns for 1 year | 18.46 | 15.41 | 120% |
| Returns for 3 years | 7.90 | 14.48 | 55% |
| Returns for 5 years | 31.46 | 40.94 | 77% |
| Returns for 10 years | 34.37 | 89.30 | 38% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JERTX | 11.69 | -0.03 | -0.26% |
| Janus Henderson Global Real Estate T | |||
| PIIOX | 11.45 | -0.04 | -0.35% |
| Principal International Equity Index R3 | |||
| SMMIX | 31.11 | -0.31 | -0.99% |
| Invesco Summit P | |||
| AAWEX | 14.47 | -0.17 | -1.16% |
| Cavanal Hill World Energy A | |||
| CWIAX | 65.16 | -4.45 | -6.39% |
| American Funds Capital World Gr&Inc 529A | |||