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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$17.46
Change+$0.15 (+0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AFOYX vs VMVAX Comparison Chart
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AFOYX vs. VMVAX commentary
Oct 18, 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.2B vs. AFOYX (69.6M). 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). VMVAX (29.27) and AFOYX (28.63) have marching annual gain over last year. VMVAX return over 5 years is better than : 52.90 vs. AFOYX (44.69).
| 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 | 18.157 | 17.595 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.6M | 31.2B | 0% |
| Annual Yield % from dividends | 1.57 | 2.14 | 73% |
| Returns for 1 year | 28.63 | 29.27 | 98% |
| Returns for 3 years | 3.00 | 17.87 | 17% |
| Returns for 5 years | 44.69 | 52.90 | 84% |
| Returns for 10 years | 33.92 | 114.85 | 30% |
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