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AFVZX vs VIVAX
AFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAX
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
AFVZX vs VIVAX Comparison Chart in %
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AFVZX vs. VIVAX commentary
Sep 08, 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 AFVZX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. AFVZX (663M). VIVAX pays higher dividends than AFVZX: VIVAX (1.99) vs AFVZX (1.04). AFVZX was incepted earlier than VIVAX: AFVZX (9 years) vs VIVAX (33 years). AFVZX (1.13) is less costly to investors than VIVAX (0.17). AFVZX is a more actively managed with annual turnover of: 27.63 vs. VIVAX (9.00). 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 : 7.74 vs. AFVZX (7.24). AFVZX (73.14) and VIVAX (70.18) have equivalent 5 years return.
| AFVZX | VIVAX | AFVZX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 9.349 | 7.845 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 203B | 0% |
| Annual Yield % from dividends | 1.04 | 1.99 | 52% |
| Returns for 1 year | 7.24 | 7.74 | 93% |
| Returns for 3 years | 38.59 | 36.63 | 105% |
| Returns for 5 years | 73.14 | 70.18 | 104% |
| Returns for 10 years | N/A | 131.64 | - |
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