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AFVLX vs VVIAX
AFVLX vs VVIAX Comparison
Open Charts AFVLX vs VVIAX
Applied Finance Select Investor
Price$22.83
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets646.88M
Vanguard Value Index Adm
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
AFVLX vs VVIAX Comparison Chart in %
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AFVLX vs. VVIAX commentary
Aug 09, 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 AFVLX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. AFVLX (647M). VVIAX pays higher dividends than AFVLX: VVIAX (2.18) vs AFVLX (0.81). AFVLX was incepted earlier than VVIAX: AFVLX (9 years) vs VVIAX (25 years). AFVLX (1.44) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFVLX (6.99). AFVLX has a lower initial minimum investment than VVIAX: AFVLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.54 vs. AFVLX (7.80). AFVLX return over 5 years is better than : 71.55 vs. VVIAX (67.23).
| AFVLX | VVIAX | AFVLX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.632 | 4.502 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 196B | 0% |
| Annual Yield % from dividends | 0.81 | 2.18 | 37% |
| Returns for 1 year | 7.80 | 8.54 | 91% |
| Returns for 3 years | 29.67 | 28.51 | 104% |
| Returns for 5 years | 71.55 | 67.23 | 106% |
| Returns for 10 years | N/A | 111.71 | - |