Ad is loading...
AFOYX vs VMVIX
AFOYX vs VMVIX Comparison
Open Charts AFOYX vs VMVIX
Ariel Focus Institutional
Price$16.86
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets69.28M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
AFOYX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFOYX vs. VMVIX commentary
Jan 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. AFOYX (69.3M). VMVIX pays higher dividends than AFOYX: VMVIX (2.03) vs AFOYX (1.57). AFOYX was incepted earlier than VMVIX: AFOYX (13 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. AFOYX (17.00). VMVIX has a lower initial minimum investment than AFOYX: VMVIX (3000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 21.29 vs. VMVIX (17.92). VMVIX return over 5 years is better than : 38.27 vs. AFOYX (27.09).
| AFOYX | VMVIX | AFOYX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.690 | 2.748 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.3M | 30.1B | 0% |
| Annual Yield % from dividends | 1.57 | 2.03 | 77% |
| Returns for 1 year | 21.29 | 17.92 | 119% |
| Returns for 3 years | 1.77 | 11.63 | 15% |
| Returns for 5 years | 27.09 | 38.27 | 71% |
| Returns for 10 years | 37.80 | 93.54 | 40% |
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 % |
| CWGFX | 64.68 | 0.47 | +0.73% |
| American Funds Capital World Gr&Inc F1 | |||
| IAUYX | 26.56 | 0.16 | +0.61% |
| Invesco Dividend Income Y | |||
| AVDVX | 12.26 | 0.06 | +0.49% |
| Avantis® International Small Cap Val Ins | |||
| FIKIX | 46.38 | 0.01 | +0.02% |
| Fidelity Advisor Utilities Z | |||
| IREIX | 15.18 | -0.02 | -0.13% |
| Macquarie Real Estate Securities I | |||