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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
AFOYX vs VMVAX Comparison Chart in %
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AFOYX vs. VMVAX commentary
Jul 05, 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: 29.9B vs. AFOYX (67.2M). VMVAX pays higher dividends than AFOYX: VMVAX (2.26) vs AFOYX (1.24). 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 : 13.34 vs. VMVAX (12.14). VMVAX return over 5 years is better than : 77.08 vs. AFOYX (60.12).
| 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 | 5.228 | 3.573 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 29.9B | 0% |
| Annual Yield % from dividends | 1.24 | 2.26 | 55% |
| Returns for 1 year | 13.34 | 12.14 | 110% |
| Returns for 3 years | 19.19 | 28.52 | 67% |
| Returns for 5 years | 60.12 | 77.08 | 78% |
| Returns for 10 years | 41.39 | 88.11 | 47% |
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