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AFVZX vs VIVAX
AFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAX
Applied Finance Select Institutional
Price$23.34
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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AFVZX vs VIVAX Comparison Chart
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AFVZX vs. VIVAX 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 AFVZX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. AFVZX (575M). VIVAX pays higher dividends than AFVZX: VIVAX (2.25) vs AFVZX (1.02). AFVZX was incepted earlier than VIVAX: AFVZX (8 years) vs VIVAX (32 years). AFVZX is a more actively managed with annual turnover of: 11.26 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than AFVZX: VIVAX (3000) vs AFVZX (10000). VIVAX annual gain was more profitable for investors over the last year : 27.95 vs. AFVZX (23.71). AFVZX return over 5 years is better than : 86.53 vs. VIVAX (59.60).
| AFVZX | VIVAX | AFVZX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 11.937 | 19.045 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 186B | 0% |
| Annual Yield % from dividends | 1.02 | 2.25 | 46% |
| Returns for 1 year | 23.71 | 27.95 | 85% |
| Returns for 3 years | 22.95 | 26.38 | 87% |
| Returns for 5 years | 86.53 | 59.60 | 145% |
| Returns for 10 years | N/A | 130.56 | - |
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