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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$15.84
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets62.17M
Vanguard Mid-Cap Value Index Admiral
Price$83.85
Change-$0.15 (-0.18%)
VolumeN/A
Net Assets29.07B
AFOYX vs VMVAX Comparison Chart
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AFOYX vs. VMVAX commentary
May 14, 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: 29.1B vs. AFOYX (62.2M). VMVAX pays higher dividends than AFOYX: VMVAX (2.40) vs AFOYX (1.37). AFOYX was incepted earlier than VMVAX: AFOYX (13 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). VMVAX annual gain was more profitable for investors over the last year : 5.59 vs. AFOYX (3.77). VMVAX return over 5 years is better than : 90.43 vs. AFOYX (67.00).
| 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 | 13 years | 14 years | - |
| Gain YTD | -2.583 | 0.312 | -829% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 29.1B | 0% |
| Annual Yield % from dividends | 1.37 | 2.40 | 57% |
| Returns for 1 year | 3.77 | 5.59 | 67% |
| Returns for 3 years | 1.04 | 16.21 | 6% |
| Returns for 5 years | 67.00 | 90.43 | 74% |
| Returns for 10 years | 24.90 | 77.40 | 32% |
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