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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.97
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets27.36M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Jul 28, 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: 195B vs. AFALX (27.4M). AFALX (2.08) and VIVAX (2.06) 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). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFALX (7.36). 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 : 9.76 vs. AFALX (8.60). VIVAX return over 5 years is better than : 74.87 vs. AFALX (-1.75).
| 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 | 7.162 | 6.724 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 195B | 0% |
| Annual Yield % from dividends | 2.08 | 2.06 | 101% |
| Returns for 1 year | 8.60 | 9.76 | 88% |
| Returns for 3 years | 19.45 | 34.31 | 57% |
| Returns for 5 years | -1.75 | 74.87 | -2% |
| Returns for 10 years | -9.60 | 116.32 | -8% |