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AFVZX vs VVIAX
AFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFVZX vs VVIAX Comparison Chart
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AFVZX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFVZX (631M). VVIAX pays higher dividends than AFVZX: VVIAX (2.28) vs AFVZX (1.13). AFVZX was incepted earlier than VVIAX: AFVZX (8 years) vs VVIAX (25 years). AFVZX (1.13) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. AFVZX (6.99). VVIAX has a lower initial minimum investment than AFVZX: VVIAX (3000) vs AFVZX (10000). VVIAX 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. VVIAX (72.56).
| AFVZX | VVIAX | AFVZX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 2.465 | 2.436 | 101% |
| 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 | 2.28 | 50% |
| 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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