Interact to see
Advertisement
Advertisement
AFOYX vs VMVIX
AFOYX vs VMVIX Comparison
Open Charts AFOYX vs VMVIX
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
AFOYX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOYX vs. VMVIX commentary
Jul 06, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. AFOYX (67.2M). VMVIX pays higher dividends than AFOYX: VMVIX (2.14) vs AFOYX (1.24). AFOYX was incepted earlier than VMVIX: AFOYX (14 years) vs VMVIX (19 years). AFOYX (0.87) is less costly to investors than VMVIX (0.19). AFOYX (19.00) and VMVIX (19.00) have comparable annual turnover. VMVIX has a lower initial minimum investment than AFOYX: VMVIX (3000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 13.34 vs. VMVIX (12.13). VMVIX return over 5 years is better than : 76.99 vs. AFOYX (60.12).
| AFOYX | VMVIX | AFOYX / VMVIX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 5.228 | 3.574 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 29.9B | 0% |
| Annual Yield % from dividends | 1.24 | 2.14 | 58% |
| Returns for 1 year | 13.34 | 12.13 | 110% |
| Returns for 3 years | 19.19 | 28.47 | 67% |
| Returns for 5 years | 60.12 | 76.99 | 78% |
| Returns for 10 years | 41.39 | 88.04 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCO | 6.52 | 0.04 | +0.62% |
| abrdn Global Income Fund | |||
| IMCV | 77.80 | 0.35 | +0.45% |
| iShares Morningstar Mid-Cap Value ETF | |||
| RMOP | 24.49 | -0.03 | -0.13% |
| Rockefeller Opportunistic Muncpl Bd ETF | |||
| SRET | 21.41 | -0.07 | -0.33% |
| Global X SuperDividend® REIT ETF | |||
| VGLT | 55.36 | -0.30 | -0.54% |
| Vanguard Long-Term Treasury ETF | |||