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AFVZX vs VIVAX
AFVZX vs VIVAX Comparison
Open Charts AFVZX vs VIVAX
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.
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).
| 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 | 7.860 | 6.209 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 189B | 0% |
| Annual Yield % from dividends | 1.07 | 2.06 | 52% |
| Returns for 1 year | 7.04 | 12.04 | 58% |
| Returns for 3 years | 38.86 | 35.16 | 111% |
| Returns for 5 years | 88.34 | 80.14 | 110% |
| Returns for 10 years | N/A | 115.74 | - |