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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$12.01
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets26.35M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. AFALX (26.4M). VVIAX (2.09) and AFALX (2.04) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (25 years). AFALX (1.98) is less costly to investors than VVIAX (0.05). AFALX is a more actively managed with annual turnover of: 12.78 vs. VVIAX (9.00). AFALX has a lower initial minimum investment than VVIAX: AFALX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.48 vs. AFALX (0.73). VVIAX return over 5 years is better than : 64.69 vs. AFALX (-12.50).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.98 | 0.05 | 3,960% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 7.520 | 10.852 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 208B | 0% |
| Annual Yield % from dividends | 2.04 | 2.09 | 98% |
| Returns for 1 year | 0.73 | 5.48 | 13% |
| Returns for 3 years | 13.58 | 32.94 | 41% |
| Returns for 5 years | -12.50 | 64.69 | -19% |
| Returns for 10 years | -5.88 | 128.99 | -5% |
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