AFALX
Price
$11.87
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
27.68M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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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$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.68M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFALX vs VVIAX Comparison Chart in %
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AFALX vs. VVIAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFALX (27.7M). VVIAX (2.18) and AFALX (2.08) have matching dividends . 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 : 12.03 vs. AFALX (11.25). VVIAX return over 5 years is better than : 80.13 vs. AFALX (1.10).
AFALXVVIAXAFALX / VVIAX
Total Expense Ratio1.210.052,420%
Annual Report Gross Expense Ratio2.040.054,080%
Fund Existence19 years25 years-
Gain YTD6.2676.198101%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets27.7M189B0%
Annual Yield % from dividends2.082.1895%
Returns for 1 year11.2512.0394%
Returns for 3 years19.6835.1756%
Returns for 5 years1.1080.131%
Returns for 10 years-10.85115.67-9%
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