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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.99
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets26.85M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Sep 09, 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: 203B vs. AFALX (26.8M). VVIAX pays higher dividends than AFALX: VVIAX (2.10) vs AFALX (2.00). AFALX was incepted earlier than VVIAX: AFALX (19 years) vs VVIAX (25 years). AFALX (2.04) 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 : 7.74 vs. AFALX (6.68). VVIAX return over 5 years is better than : 70.16 vs. AFALX (-5.41).
| AFALX | VVIAX | AFALX / VVIAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 2.04 | 0.05 | 4,080% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 7.789 | 7.850 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 203B | 0% |
| Annual Yield % from dividends | 2.00 | 2.10 | 95% |
| Returns for 1 year | 6.68 | 7.74 | 86% |
| Returns for 3 years | 21.40 | 36.61 | 58% |
| Returns for 5 years | -5.41 | 70.16 | -8% |
| Returns for 10 years | -5.37 | 131.61 | -4% |