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AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.99
Change+$0.88 (+7.27%)
VolumeN/A
Net Assets27.98M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Feb 05, 2026
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. AFAZX (28M). AFAZX pays higher dividends than VIVAX: AFAZX (2.15) vs VIVAX (1.84). 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 : 15.07 vs. AFAZX (13.40). VIVAX return over 5 years is better than : 66.25 vs. AFAZX (-3.97).
| 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 | 5.696 | 5.998 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 218B | 0% |
| Annual Yield % from dividends | 2.15 | 1.84 | 117% |
| Returns for 1 year | 13.40 | 15.07 | 89% |
| Returns for 3 years | 36.84 | 41.03 | 90% |
| Returns for 5 years | -3.97 | 66.25 | -6% |
| Returns for 10 years | 24.01 | 167.20 | 14% |
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