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AFAZX vs VIVAX
AFAZX vs VIVAX Comparison
Open Charts AFAZX vs VIVAX
Applied Finance Dividend Institutional
Price$12.43
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets27.02M
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
AFAZX vs VIVAX Comparison Chart in %
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AFAZX vs. VIVAX commentary
Dec 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. AFAZX (27M). 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 : 12.38 vs. AFAZX (8.28). VIVAX return over 5 years is better than : 64.90 vs. AFAZX (-5.70).
| 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 | 9.331 | 13.965 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 216B | 0% |
| Annual Yield % from dividends | 2.00 | 1.93 | 104% |
| Returns for 1 year | 8.28 | 12.38 | 67% |
| Returns for 3 years | 32.54 | 37.39 | 87% |
| Returns for 5 years | -5.70 | 64.90 | -9% |
| Returns for 10 years | -2.30 | 133.35 | -2% |
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