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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets75.48M
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
AFOYX vs VMVAX Comparison Chart in %
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AFOYX vs. VMVAX commentary
Oct 19, 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 AFOYX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. AFOYX (75.5M). VMVAX pays higher dividends than AFOYX: VMVAX (2.17) vs AFOYX (1.03). AFOYX was incepted earlier than VMVAX: AFOYX (14 years) vs VMVAX (14 years). AFOYX (0.87) is less costly to investors than VMVAX (0.07). AFOYX (19.00) and VMVAX (19.00) have comparable annual turnover. VMVAX has a lower initial minimum investment than AFOYX: VMVAX (3000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 11.71 vs. VMVAX (1.20). VMVAX (63.10) and AFOYX (61.86) have equivalent 5 years return.
| AFOYX | VMVAX | AFOYX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 18.512 | 6.339 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 32.5B | 0% |
| Annual Yield % from dividends | 1.03 | 2.17 | 47% |
| Returns for 1 year | 11.71 | 1.20 | 973% |
| Returns for 3 years | 38.11 | 36.10 | 106% |
| Returns for 5 years | 61.86 | 63.10 | 98% |
| Returns for 10 years | 75.01 | 99.51 | 75% |
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