Interact to see
Advertisement
Advertisement
AFVLX vs VVIAX
AFVLX vs VVIAX Comparison
Open Charts AFVLX vs VVIAX
Applied Finance Select Investor
Price$23.07
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFVLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVLX vs. VVIAX 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 AFVLX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFVLX (660M). 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 : 12.03 vs. AFVLX (6.73). AFVLX return over 5 years is better than : 85.95 vs. VVIAX (80.13).
| 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 | 7.753 | 6.198 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 189B | 0% |
| Annual Yield % from dividends | 0.82 | 2.18 | 37% |
| Returns for 1 year | 6.73 | 12.03 | 56% |
| Returns for 3 years | 37.79 | 35.17 | 107% |
| Returns for 5 years | 85.95 | 80.13 | 107% |
| Returns for 10 years | N/A | 115.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement