AFVZX
Price
$23.19
Change
+$0.15 (+0.65%)
Updated
Jul 3 closing price
Net Assets
660.45M
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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AFVZX vs VIVAX

Header iconAFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAXBanner chart's image
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFVZX vs VIVAX Comparison Chart in %
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AFVZX vs. VIVAX commentary
Jul 07, 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 AFVZX is a StrongBuy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AFVZX (660M). VIVAX pays higher dividends than AFVZX: VIVAX (2.06) vs AFVZX (1.07). AFVZX was incepted earlier than VIVAX: AFVZX (8 years) vs VIVAX (33 years). AFVZX (1.13) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. AFVZX (6.99). VIVAX has a lower initial minimum investment than AFVZX: VIVAX (3000) vs AFVZX (10000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. AFVZX (7.04). AFVZX return over 5 years is better than : 88.34 vs. VIVAX (80.14).
AFVZXVIVAXAFVZX / VIVAX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio1.130.17665%
Fund Existence8 years33 years-
Gain YTD7.8606.209127%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets660M189B0%
Annual Yield % from dividends1.072.0652%
Returns for 1 year7.0412.0458%
Returns for 3 years38.8635.16111%
Returns for 5 years88.3480.14110%
Returns for 10 yearsN/A115.74-
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