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AFVZX vs VVIAX
AFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAX
Applied Finance Select Institutional
Price$23.18
Change-$0.19 (-0.81%)
VolumeN/A
Net Assets659.33M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFVZX vs VVIAX Comparison Chart in %
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AFVZX vs. VVIAX commentary
Aug 16, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. AFVZX (659M). VVIAX pays higher dividends than AFVZX: VVIAX (2.18) vs AFVZX (1.07). AFVZX was incepted earlier than VVIAX: AFVZX (9 years) vs VVIAX (25 years). AFVZX (1.13) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFVZX (6.99). VVIAX has a lower initial minimum investment than AFVZX: VVIAX (3000) vs AFVZX (10000). VVIAX annual gain was more profitable for investors over the last year : 8.04 vs. AFVZX (6.17). AFVZX return over 5 years is better than : 73.40 vs. VVIAX (68.75).
| AFVZX | VVIAX | AFVZX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.814 | 6.653 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 196B | 0% |
| Annual Yield % from dividends | 1.07 | 2.18 | 49% |
| Returns for 1 year | 6.17 | 8.04 | 77% |
| Returns for 3 years | 25.67 | 26.09 | 98% |
| Returns for 5 years | 73.40 | 68.75 | 107% |
| Returns for 10 years | N/A | 114.88 | - |
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