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AFALX vs VIVIX
AFALX vs VIVIX Comparison
Open Charts AFALX vs VIVIX
Applied Finance Dividend Investor
Price$12.41
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets27.09M
Vanguard Value Index I
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
AFALX vs VIVIX Comparison Chart in %
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AFALX vs. VIVIX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. AFALX (27.1M). VIVIX (2.05) and AFALX (1.97) have matching dividends . AFALX was incepted earlier than VIVIX: AFALX (20 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 : 10.17 vs. AFALX (4.53). VIVIX return over 5 years is better than : 63.70 vs. AFALX (-13.13).
| 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 | 27 years | - |
| Gain YTD | 10.564 | 14.188 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 216B | 0% |
| Annual Yield % from dividends | 1.97 | 2.05 | 96% |
| Returns for 1 year | 4.53 | 10.17 | 45% |
| Returns for 3 years | 15.26 | 34.53 | 44% |
| Returns for 5 years | -13.13 | 63.70 | -21% |
| Returns for 10 years | -1.24 | 139.89 | -1% |
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