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AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$11.97
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets27.36M
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFALX vs VIVIX Comparison Chart in %
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AFALX vs. VIVIX commentary
Jul 28, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. AFALX (27.4M). VIVIX pays higher dividends than AFALX: VIVIX (2.19) vs AFALX (2.08). AFALX was incepted earlier than VIVIX: AFALX (19 years) vs VIVIX (27 years). AFALX (2.04) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. AFALX (7.36). AFALX has a lower initial minimum investment than VIVIX: AFALX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. AFALX (8.60). VIVIX return over 5 years is better than : 74.87 vs. AFALX (-1.75).
| AFALX | VIVIX | AFALX / VIVIX | |
| Total Expense Ratio | 1.21 | 0.04 | 3,025% |
| Annual Report Gross Expense Ratio | 2.04 | 0.04 | 5,100% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 7.162 | 6.730 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 195B | 0% |
| Annual Yield % from dividends | 2.08 | 2.19 | 95% |
| Returns for 1 year | 8.60 | 9.75 | 88% |
| Returns for 3 years | 19.45 | 34.32 | 57% |
| Returns for 5 years | -1.75 | 74.87 | -2% |
| Returns for 10 years | -9.60 | 116.26 | -8% |