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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$12.41
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets27.09M
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. AFALX (27.1M). VVIAX (2.04) and AFALX (1.97) have matching dividends . AFALX was incepted earlier than VVIAX: AFALX (20 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 : 10.16 vs. AFALX (4.53). VVIAX return over 5 years is better than : 63.70 vs. AFALX (-13.13).
| 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 | 20 years | 25 years | - |
| Gain YTD | 10.564 | 14.171 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 216B | 0% |
| Annual Yield % from dividends | 1.97 | 2.04 | 96% |
| Returns for 1 year | 4.53 | 10.16 | 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% |