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AFVLX vs VVIAX
AFVLX vs VVIAX Comparison
Open Charts AFVLX vs VVIAX
Applied Finance Select Investor
Price$23.06
Change-$0.19 (-0.82%)
VolumeN/A
Net Assets659.33M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFVLX vs VVIAX Comparison Chart in %
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AFVLX vs. VVIAX commentary
Aug 18, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. AFVLX (659M). VVIAX pays higher dividends than AFVLX: VVIAX (2.18) vs AFVLX (0.81). AFVLX was incepted earlier than VVIAX: AFVLX (9 years) vs VVIAX (25 years). AFVLX (1.44) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFVLX (6.99). AFVLX has a lower initial minimum investment than VVIAX: AFVLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. AFVLX (5.91). AFVLX (71.40) and VVIAX (68.54) have equivalent 5 years return.
| AFVLX | VVIAX | AFVLX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.707 | 6.517 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 196B | 0% |
| Annual Yield % from dividends | 0.81 | 2.18 | 37% |
| Returns for 1 year | 5.91 | 7.91 | 75% |
| Returns for 3 years | 24.71 | 25.93 | 95% |
| Returns for 5 years | 71.40 | 68.54 | 104% |
| Returns for 10 years | N/A | 114.61 | - |
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