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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.83
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets26.9M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Aug 18, 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: 196B vs. AFALX (26.9M). AFALX (2.07) 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 : 7.90 vs. AFALX (7.24). VIVAX return over 5 years is better than : 68.56 vs. AFALX (-7.46).
| 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 | 5.909 | 6.512 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 196B | 0% |
| Annual Yield % from dividends | 2.07 | 2.06 | 100% |
| Returns for 1 year | 7.24 | 7.90 | 92% |
| Returns for 3 years | 10.12 | 25.93 | 39% |
| Returns for 5 years | -7.46 | 68.56 | -11% |
| Returns for 10 years | -11.09 | 114.64 | -10% |
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