AFALX
Price
$12.76
Change
+$0.88 (+7.41%)
Updated
Feb 3 closing price
Net Assets
27.71M
VVIAX
Price
$78.98
Change
+$6.40 (+8.82%)
Updated
Feb 3 closing price
Net Assets
217.68B
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AFALX vs VVIAX

Header iconAFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAXBanner chart's image
Applied Finance Dividend Investor
Price$12.76
Change+$0.88 (+7.41%)
VolumeN/A
Net Assets27.71M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Feb 05, 2026

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 Hold and VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. AFALX (27.7M). AFALX (1.96) and VVIAX (1.95) 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 : 15.08 vs. AFALX (13.10). VVIAX return over 5 years is better than : 66.27 vs. AFALX (-5.92).
AFALXVVIAXAFALX / VVIAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.980.053,960%
Fund Existence20 years25 years-
Gain YTD5.6295.99994%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets27.7M218B0%
Annual Yield % from dividends1.961.95101%
Returns for 1 year13.1015.0887%
Returns for 3 years35.7741.0487%
Returns for 5 years-5.9266.27-9%
Returns for 10 years19.92167.1812%
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