Interact to see
Advertisement
Advertisement
AFVZX vs VIVAX
AFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAX
Applied Finance Select Institutional
Price$23.18
Change-$0.19 (-0.81%)
VolumeN/A
Net Assets659.33M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
AFVZX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. VIVAX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. AFVZX (659M). VIVAX pays higher dividends than AFVZX: VIVAX (2.06) vs AFVZX (1.07). AFVZX was incepted earlier than VIVAX: AFVZX (9 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 : 7.90 vs. AFVZX (6.17). AFVZX return over 5 years is better than : 73.40 vs. VIVAX (68.56).
| AFVZX | VIVAX | AFVZX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 7.814 | 6.512 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 196B | 0% |
| Annual Yield % from dividends | 1.07 | 2.06 | 52% |
| Returns for 1 year | 6.17 | 7.90 | 78% |
| Returns for 3 years | 25.67 | 25.93 | 99% |
| Returns for 5 years | 73.40 | 68.56 | 107% |
| Returns for 10 years | N/A | 114.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement