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AFVLX vs VVIAX
AFVLX vs VVIAX Comparison
Open Charts AFVLX vs VVIAX
Applied Finance Select Investor
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets654.32M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFVLX vs VVIAX Comparison Chart in %
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AFVLX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AFVLX (654M). VVIAX pays higher dividends than AFVLX: VVIAX (2.18) vs AFVLX (0.82). AFVLX was incepted earlier than VVIAX: AFVLX (8 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 : 9.75 vs. AFVLX (5.12). AFVLX return over 5 years is better than : 79.34 vs. VVIAX (74.87).
| 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 | 8 years | 25 years | - |
| Gain YTD | 7.006 | 6.714 | 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 | 2.18 | 37% |
| Returns for 1 year | 5.12 | 9.75 | 53% |
| Returns for 3 years | 34.39 | 34.32 | 100% |
| Returns for 5 years | 79.34 | 74.87 | 106% |
| Returns for 10 years | N/A | 116.26 | - |
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