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AFVZX vs VVIAX
AFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAX
Applied Finance Select Institutional
Price$23.04
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets654.32M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFVZX vs VVIAX Comparison Chart in %
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AFVZX vs. VVIAX commentary
Jul 28, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AFVZX (654M). VVIAX pays higher dividends than AFVZX: VVIAX (2.18) vs AFVZX (1.07). 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 : 9.75 vs. AFVZX (5.43). AFVZX return over 5 years is better than : 81.61 vs. VVIAX (74.87).
| 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 | 7.163 | 6.714 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 195B | 0% |
| Annual Yield % from dividends | 1.07 | 2.18 | 49% |
| Returns for 1 year | 5.43 | 9.75 | 56% |
| Returns for 3 years | 35.51 | 34.32 | 103% |
| Returns for 5 years | 81.61 | 74.87 | 109% |
| Returns for 10 years | N/A | 116.26 | - |
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