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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.99
Change+$0.88 (+7.27%)
VolumeN/A
Net Assets27.98M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. AFAZX (28M). AFAZX pays higher dividends than VVIAX: AFAZX (2.15) vs VVIAX (1.95). AFAZX was incepted earlier than VVIAX: AFAZX (16 years) vs VVIAX (25 years). AFAZX (1.59) is less costly to investors than VVIAX (0.05). AFAZX is a more actively managed with annual turnover of: 12.78 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than AFAZX: VVIAX (3000) vs AFAZX (10000). VVIAX annual gain was more profitable for investors over the last year : 15.08 vs. AFAZX (13.40). VVIAX return over 5 years is better than : 66.27 vs. AFAZX (-3.97).
| AFAZX | VVIAX | AFAZX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.59 | 0.05 | 3,180% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.696 | 5.999 | 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 | 1.95 | 110% |
| Returns for 1 year | 13.40 | 15.08 | 89% |
| Returns for 3 years | 36.84 | 41.04 | 90% |
| Returns for 5 years | -3.97 | 66.27 | -6% |
| Returns for 10 years | 24.01 | 167.18 | 14% |
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