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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.33
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets26.44M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFALX vs VIVAX Comparison Chart
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AFALX vs. VIVAX commentary
Jun 15, 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: 189B vs. AFALX (26.4M). VIVAX (2.16) and AFALX (2.15) 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 : 8.01 vs. AFALX (6.88). VIVAX return over 5 years is better than : 72.56 vs. AFALX (-3.65).
| 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 | 1.432 | 2.419 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 189B | 0% |
| Annual Yield % from dividends | 2.15 | 2.16 | 100% |
| Returns for 1 year | 6.88 | 8.01 | 86% |
| Returns for 3 years | 15.11 | 32.20 | 47% |
| Returns for 5 years | -3.65 | 72.56 | -5% |
| Returns for 10 years | -16.73 | 103.54 | -16% |
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