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AFALX vs VIVAX
AFALX vs VIVAX Comparison
Open Charts AFALX vs VIVAX
Applied Finance Dividend Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.68M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFALX vs VIVAX Comparison Chart in %
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AFALX vs. VIVAX commentary
Jul 07, 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 (27.7M). 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 : 12.04 vs. AFALX (11.25). VIVAX return over 5 years is better than : 80.14 vs. AFALX (1.10).
| 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 | 6.267 | 6.209 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 189B | 0% |
| Annual Yield % from dividends | 2.08 | 2.06 | 101% |
| Returns for 1 year | 11.25 | 12.04 | 93% |
| Returns for 3 years | 19.68 | 35.16 | 56% |
| Returns for 5 years | 1.10 | 80.14 | 1% |
| Returns for 10 years | -10.85 | 115.74 | -9% |
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