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AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$11.78
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets26.01M
AFALX vs VIVIX Comparison Chart in %
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AFALX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. AFALX (26M). VIVIX (2.09) and AFALX (2.01) have matching dividends . AFALX was incepted earlier than VIVIX: AFALX (19 years) vs VIVIX (27 years). AFALX (1.98) is less costly to investors than VIVIX (0.04). AFALX is a more actively managed with annual turnover of: 12.78 vs. VIVIX (9.00). 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 : 4.64 vs. AFALX (-0.79). VIVIX return over 5 years is better than : 71.78 vs. AFALX (-10.25).
| AFALX | VIVIX | AFALX / VIVIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.98 | 0.04 | 4,950% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 5.461 | 9.748 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 208B | 0% |
| Annual Yield % from dividends | 2.01 | 2.09 | 96% |
| Returns for 1 year | -0.79 | 4.64 | -17% |
| Returns for 3 years | 20.71 | 42.98 | 48% |
| Returns for 5 years | -10.25 | 71.78 | -14% |
| Returns for 10 years | -7.81 | 129.40 | -6% |
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