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AFAZX vs VVIAX
AFAZX vs VVIAX Comparison
Open Charts AFAZX vs VVIAX
Applied Finance Dividend Institutional
Price$12.15
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets26.37M
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
AFAZX vs VVIAX Comparison Chart in %
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AFAZX vs. VVIAX commentary
Sep 29, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. AFAZX (26.4M). VVIAX (2.10) and AFAZX (2.04) have matching dividends . AFAZX was incepted earlier than VVIAX: AFAZX (16 years) vs VVIAX (25 years). AFAZX (1.62) 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 : 7.68 vs. AFAZX (3.23). VVIAX return over 5 years is better than : 81.82 vs. AFAZX (-0.78).
| AFAZX | VVIAX | AFAZX / VVIAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.954 | 10.243 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 203B | 0% |
| Annual Yield % from dividends | 2.04 | 2.10 | 97% |
| Returns for 1 year | 3.23 | 7.68 | 42% |
| Returns for 3 years | 29.58 | 50.25 | 59% |
| Returns for 5 years | -0.78 | 81.82 | -1% |
| Returns for 10 years | 3.51 | 147.68 | 2% |
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