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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$12.01
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.35M
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Nov 14, 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: 208B vs. AFALX (26.4M). AFALX (2.04) and VIVAX (1.98) have matching dividends . AFALX was incepted earlier than VIVAX: AFALX (19 years) vs VIVAX (33 years). AFALX (1.98) 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 : 6.68 vs. AFALX (0.73). VIVAX return over 5 years is better than : 66.34 vs. AFALX (-12.50).
| AFALX | VIVAX | AFALX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.98 | 0.17 | 1,165% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 7.520 | 11.965 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 208B | 0% |
| Annual Yield % from dividends | 2.04 | 1.98 | 103% |
| Returns for 1 year | 0.73 | 6.68 | 11% |
| Returns for 3 years | 13.58 | 33.49 | 41% |
| Returns for 5 years | -12.50 | 66.34 | -19% |
| Returns for 10 years | -5.88 | 135.00 | -4% |
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