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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.43
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets27.03M
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX commentary
Dec 28, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. AFAZX (27M). VVIAX (2.04) and AFAZX (2.00) have matching dividends . 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 : 12.41 vs. AFAZX (8.18). VVIAX return over 5 years is better than : 64.92 vs. AFAZX (-5.63).
| 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 | 9.419 | 13.974 | 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 | 2.04 | 98% |
| Returns for 1 year | 8.18 | 12.41 | 66% |
| Returns for 3 years | 32.24 | 37.41 | 86% |
| Returns for 5 years | -5.63 | 64.92 | -9% |
| Returns for 10 years | -1.25 | 133.33 | -1% |
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