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AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$12.01
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.35M
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
AFALX vs VIVIX Comparison Chart in %
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AFALX vs. VIVIX commentary
Nov 14, 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 (26.4M). VIVIX (2.10) and AFALX (2.04) 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 : 6.69 vs. AFALX (1.32). VIVIX return over 5 years is better than : 66.36 vs. AFALX (-12.14).
| 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 | 7.968 | 11.991 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 208B | 0% |
| Annual Yield % from dividends | 2.04 | 2.10 | 97% |
| Returns for 1 year | 1.32 | 6.69 | 20% |
| Returns for 3 years | 13.25 | 33.49 | 40% |
| Returns for 5 years | -12.14 | 66.36 | -18% |
| Returns for 10 years | -4.60 | 134.98 | -3% |
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