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AFVZX vs VIVAX
AFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFVZX vs VIVAX Comparison Chart
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AFVZX vs. VIVAX commentary
Jun 16, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AFVZX (631M). VIVAX pays higher dividends than AFVZX: VIVAX (2.16) vs AFVZX (1.13). 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 : 8.01 vs. AFVZX (5.19). AFVZX return over 5 years is better than : 80.32 vs. VIVAX (72.56).
| AFVZX | VIVAX | AFVZX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.465 | 2.419 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 189B | 0% |
| Annual Yield % from dividends | 1.13 | 2.16 | 52% |
| Returns for 1 year | 5.19 | 8.01 | 65% |
| Returns for 3 years | 31.76 | 32.20 | 99% |
| Returns for 5 years | 80.32 | 72.56 | 111% |
| Returns for 10 years | N/A | 103.54 | - |
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