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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.78
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets26.01M
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Oct 19, 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 (26M). AFALX (2.01) and VIVAX (1.97) 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 : 4.63 vs. AFALX (-0.79). VIVAX return over 5 years is better than : 71.78 vs. AFALX (-10.25).
| 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 | 5.461 | 9.738 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 208B | 0% |
| Annual Yield % from dividends | 2.01 | 1.97 | 102% |
| Returns for 1 year | -0.79 | 4.63 | -17% |
| Returns for 3 years | 20.71 | 42.99 | 48% |
| Returns for 5 years | -10.25 | 71.78 | -14% |
| Returns for 10 years | -7.81 | 129.45 | -6% |
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