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AFVZX vs VIVIX
AFVZX vs VIVIX Comparison
Open Charts AFVZX vs VIVIX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFVZX vs VIVIX Comparison Chart
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AFVZX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. AFVZX (631M). VIVIX pays higher dividends than AFVZX: VIVIX (2.29) vs AFVZX (1.13). AFVZX was incepted earlier than VIVIX: AFVZX (8 years) vs VIVIX (27 years). AFVZX (1.13) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. AFVZX (6.99). AFVZX has a lower initial minimum investment than VIVIX: AFVZX (10000) vs VIVIX (5000000). VIVIX 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. VIVIX (72.56).
| AFVZX | VIVIX | AFVZX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 2.465 | 2.452 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 189B | 0% |
| Annual Yield % from dividends | 1.13 | 2.29 | 49% |
| Returns for 1 year | 5.19 | 8.01 | 65% |
| Returns for 3 years | 31.76 | 32.19 | 99% |
| Returns for 5 years | 80.32 | 72.56 | 111% |
| Returns for 10 years | N/A | 103.54 | - |
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