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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$14.44
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets57.17M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
AFOYX vs VMVAX Comparison Chart
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AFOYX vs. VMVAX commentary
Apr 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: 29.9B vs. AFOYX (57.2M). VMVAX pays higher dividends than AFOYX: VMVAX (2.33) vs AFOYX (1.30). 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). VMVAX is a more actively managed with annual turnover of: 22.00 vs. AFOYX (19.00). 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 : 3.31 vs. AFOYX (-0.85). VMVAX return over 5 years is better than : 71.78 vs. AFOYX (48.71).
| 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 | -11.193 | -6.328 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 29.9B | 0% |
| Annual Yield % from dividends | 1.30 | 2.33 | 56% |
| Returns for 1 year | -0.85 | 3.31 | -26% |
| Returns for 3 years | -15.10 | 2.13 | -709% |
| Returns for 5 years | 48.71 | 71.78 | 68% |
| Returns for 10 years | 15.49 | 66.45 | 23% |
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