Interact to see
Advertisement
Advertisement
AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.51
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets26.86M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
AFAZX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFAZX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. AFAZX (26.9M). AFAZX (2.00) and VIVAX (1.93) have matching dividends . 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 : 4.76 vs. AFAZX (1.47). VIVAX return over 5 years is better than : 61.14 vs. AFAZX (-12.17).
| 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 | 9.771 | 11.753 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 208B | 0% |
| Annual Yield % from dividends | 2.00 | 1.93 | 104% |
| Returns for 1 year | 1.47 | 4.76 | 31% |
| Returns for 3 years | 13.22 | 29.79 | 44% |
| Returns for 5 years | -12.17 | 61.14 | -20% |
| Returns for 10 years | -3.80 | 127.21 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement