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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$12.76
Change+$0.88 (+7.41%)
VolumeN/A
Net Assets27.71M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Feb 05, 2026
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. AFALX (27.7M). AFALX pays higher dividends than VIVAX: AFALX (1.96) vs VIVAX (1.84). AFALX was incepted earlier than VIVAX: AFALX (20 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 : 15.07 vs. AFALX (13.10). VIVAX return over 5 years is better than : 66.25 vs. AFALX (-5.92).
| 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 | 20 years | 33 years | - |
| Gain YTD | 5.629 | 5.998 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 218B | 0% |
| Annual Yield % from dividends | 1.96 | 1.84 | 106% |
| Returns for 1 year | 13.10 | 15.07 | 87% |
| Returns for 3 years | 35.77 | 41.03 | 87% |
| Returns for 5 years | -5.92 | 66.25 | -9% |
| Returns for 10 years | 19.92 | 167.20 | 12% |
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