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AFALX vs VVIAX
AFALX vs VVIAX Comparison
Open Charts AFALX vs VVIAX
Applied Finance Dividend Investor
Price$11.83
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets26.9M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Aug 18, 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: 196B vs. AFALX (26.9M). VVIAX pays higher dividends than AFALX: VVIAX (2.18) vs AFALX (2.07). 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 : 7.91 vs. AFALX (7.24). VVIAX return over 5 years is better than : 68.54 vs. AFALX (-7.46).
| 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 | 5.909 | 6.517 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 196B | 0% |
| Annual Yield % from dividends | 2.07 | 2.18 | 95% |
| Returns for 1 year | 7.24 | 7.91 | 92% |
| Returns for 3 years | 10.12 | 25.93 | 39% |
| Returns for 5 years | -7.46 | 68.54 | -11% |
| Returns for 10 years | -11.09 | 114.61 | -10% |
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