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AFVZX vs VIVIX
AFVZX vs VIVIX Comparison
Open Charts AFVZX vs VIVIX
Applied Finance Select Institutional
Price$21.90
Change-$0.27 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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AFVZX vs VIVIX Comparison Chart
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AFVZX vs. VIVIX commentary
Sep 08, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. AFVZX (539M). VIVIX pays higher dividends than AFVZX: VIVIX (2.37) vs AFVZX (1.02). AFVZX was incepted earlier than VIVIX: AFVZX (8 years) vs VIVIX (26 years). AFVZX is a more actively managed with annual turnover of: 11.26 vs. VIVIX (10.00). AFVZX has a lower initial minimum investment than VIVIX: AFVZX (10000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 19.30 vs. AFVZX (14.69). AFVZX return over 5 years is better than : 77.92 vs. VIVIX (53.51).
| AFVZX | VIVIX | AFVZX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 6.280 | 13.506 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 183B | 0% |
| Annual Yield % from dividends | 1.02 | 2.37 | 43% |
| Returns for 1 year | 14.69 | 19.30 | 76% |
| Returns for 3 years | 16.61 | 19.68 | 84% |
| Returns for 5 years | 77.92 | 53.51 | 146% |
| Returns for 10 years | N/A | 107.57 | - |
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