Interact to see
Advertisement
Advertisement
AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.99
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets26.85M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
AFALX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFALX vs. VIVAX commentary
Sep 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 AFALX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. AFALX (26.8M). AFALX (2.00) and VIVAX (1.99) have matching dividends . AFALX was incepted earlier than VIVAX: AFALX (19 years) vs VIVAX (33 years). AFALX (2.04) is less costly to investors than VIVAX (0.17). AFALX is a more actively managed with annual turnover of: 12.78 vs. VIVAX (9.00). AFALX has a lower initial minimum investment than VIVAX: AFALX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. AFALX (6.68). VIVAX return over 5 years is better than : 70.18 vs. AFALX (-5.41).
| AFALX | VIVAX | AFALX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 2.04 | 0.17 | 1,200% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 7.789 | 7.845 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 203B | 0% |
| Annual Yield % from dividends | 2.00 | 1.99 | 100% |
| Returns for 1 year | 6.68 | 7.74 | 86% |
| Returns for 3 years | 21.40 | 36.63 | 58% |
| Returns for 5 years | -5.41 | 70.18 | -8% |
| Returns for 10 years | -5.37 | 131.64 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement