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AFVLX vs VIVAX
AFVLX vs VIVAX Comparison
Open Charts AFVLX vs VIVAX
Applied Finance Select Investor
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets654.32M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFVLX vs VIVAX Comparison Chart in %
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AFVLX vs. VIVAX commentary
Jul 27, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. AFVLX (654M). VIVAX pays higher dividends than AFVLX: VIVAX (2.06) vs AFVLX (0.82). 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 : 9.76 vs. AFVLX (5.12). AFVLX return over 5 years is better than : 79.34 vs. VIVAX (74.87).
| 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 | 7.006 | 6.724 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 195B | 0% |
| Annual Yield % from dividends | 0.82 | 2.06 | 40% |
| Returns for 1 year | 5.12 | 9.76 | 53% |
| Returns for 3 years | 34.39 | 34.31 | 100% |
| Returns for 5 years | 79.34 | 74.87 | 106% |
| Returns for 10 years | N/A | 116.32 | - |
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