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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.33
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets26.44M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFALX vs VVIAX Comparison Chart
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AFALX vs. VVIAX commentary
Jun 15, 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: 189B vs. AFALX (26.4M). VVIAX pays higher dividends than AFALX: VVIAX (2.28) vs AFALX (2.15). 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). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFALX (7.36). 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 : 8.01 vs. AFALX (6.88). VVIAX return over 5 years is better than : 72.56 vs. AFALX (-3.65).
| 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 | 1.432 | 2.436 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 189B | 0% |
| Annual Yield % from dividends | 2.15 | 2.28 | 94% |
| Returns for 1 year | 6.88 | 8.01 | 86% |
| Returns for 3 years | 15.11 | 32.19 | 47% |
| Returns for 5 years | -3.65 | 72.56 | -5% |
| Returns for 10 years | -16.73 | 103.54 | -16% |
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