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AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.30
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets26.46M
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Nov 14, 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 AFAZX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. AFAZX (26.5M). AFAZX pays higher dividends than VIVAX: AFAZX (2.08) vs VIVAX (1.98). AFAZX was incepted earlier than VIVAX: AFAZX (16 years) vs VIVAX (33 years). AFAZX (1.59) is less costly to investors than VIVAX (0.17). AFAZX is a more actively managed with annual turnover of: 12.78 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than AFAZX: VIVAX (3000) vs AFAZX (10000). VIVAX annual gain was more profitable for investors over the last year : 6.68 vs. AFAZX (1.63). VIVAX return over 5 years is better than : 66.34 vs. AFAZX (-10.24).
| AFAZX | VIVAX | AFAZX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.59 | 0.17 | 935% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 8.275 | 11.965 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5M | 208B | 0% |
| Annual Yield % from dividends | 2.08 | 1.98 | 105% |
| Returns for 1 year | 1.63 | 6.68 | 24% |
| Returns for 3 years | 14.38 | 33.49 | 43% |
| Returns for 5 years | -10.24 | 66.34 | -15% |
| Returns for 10 years | -1.30 | 135.00 | -1% |
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