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AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.19
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets27.36M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Jul 27, 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: 195B vs. AFAZX (27.4M). AFAZX (2.12) and VIVAX (2.06) have matching dividends . AFAZX was incepted earlier than VIVAX: AFAZX (16 years) vs VIVAX (33 years). AFAZX (1.62) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFAZX (7.36). 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 : 9.76 vs. AFAZX (8.81). VIVAX return over 5 years is better than : 74.87 vs. AFAZX (0.30).
| AFAZX | VIVAX | AFAZX / VIVAX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 7.306 | 6.724 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 195B | 0% |
| Annual Yield % from dividends | 2.12 | 2.06 | 103% |
| Returns for 1 year | 8.81 | 9.76 | 90% |
| Returns for 3 years | 20.44 | 34.31 | 60% |
| Returns for 5 years | 0.30 | 74.87 | 0% |
| Returns for 10 years | -6.47 | 116.32 | -6% |
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