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AFVLX vs VIVAX
AFVLX vs VIVAX Comparison
Open Charts AFVLX vs VIVAX
Applied Finance Select Investor
Price$21.92
Change-$0.29 (-1.31%)
VolumeN/A
Net Assets630.52M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFVLX vs VIVAX Comparison Chart
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AFVLX vs. VIVAX commentary
Jun 16, 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 AFVLX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AFVLX (631M). VIVAX pays higher dividends than AFVLX: VIVAX (2.16) vs AFVLX (0.86). AFVLX was incepted earlier than VIVAX: AFVLX (8 years) vs VIVAX (33 years). AFVLX (1.44) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFVLX (6.99). AFVLX has a lower initial minimum investment than VIVAX: AFVLX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. AFVLX (4.88). AFVLX return over 5 years is better than : 78.08 vs. VIVAX (72.56).
| AFVLX | VIVAX | AFVLX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.382 | 2.419 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 189B | 0% |
| Annual Yield % from dividends | 0.86 | 2.16 | 40% |
| Returns for 1 year | 4.88 | 8.01 | 61% |
| Returns for 3 years | 30.77 | 32.20 | 96% |
| Returns for 5 years | 78.08 | 72.56 | 108% |
| Returns for 10 years | N/A | 103.54 | - |
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