AFALX
Price
$11.87
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
27.68M
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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AFALX vs VIVIX

Header iconAFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIXBanner chart's image
Applied Finance Dividend Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.68M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFALX vs VIVIX Comparison Chart in %
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AFALX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. AFALX (27.7M). 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 : 12.05 vs. AFALX (11.25). VIVIX return over 5 years is better than : 80.14 vs. AFALX (1.10).
AFALXVIVIXAFALX / VIVIX
Total Expense Ratio1.210.043,025%
Annual Report Gross Expense Ratio2.040.045,100%
Fund Existence19 years27 years-
Gain YTD6.2676.215101%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets27.7M189B0%
Annual Yield % from dividends2.082.1995%
Returns for 1 year11.2512.0593%
Returns for 3 years19.6835.1756%
Returns for 5 years1.1080.141%
Returns for 10 years-10.85115.68-9%
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