Interact to see
Advertisement
Advertisement
AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$12.76
Change+$0.88 (+7.41%)
VolumeN/A
Net Assets27.71M
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
AFALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFALX vs. VIVIX commentary
Feb 05, 2026
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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. AFALX (27.7M). AFALX (1.96) and VIVIX (1.96) have matching dividends . AFALX was incepted earlier than VIVIX: AFALX (20 years) vs VIVIX (28 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 : 15.08 vs. AFALX (13.10). VIVIX return over 5 years is better than : 66.28 vs. AFALX (-5.92).
| 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 | 20 years | 28 years | - |
| Gain YTD | 5.629 | 5.999 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 218B | 0% |
| Annual Yield % from dividends | 1.96 | 1.96 | 100% |
| Returns for 1 year | 13.10 | 15.08 | 87% |
| Returns for 3 years | 35.77 | 41.04 | 87% |
| Returns for 5 years | -5.92 | 66.28 | -9% |
| Returns for 10 years | 19.92 | 167.19 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement