AFVZX
Price
$23.19
Change
+$0.15 (+0.65%)
Updated
Jul 3 closing price
Net Assets
660.45M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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AFVZX vs VVIAX

Header iconAFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAXBanner chart's image
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFVZX vs VVIAX Comparison Chart in %
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AFVZX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFVZX (660M). 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 : 12.03 vs. AFVZX (7.04). AFVZX return over 5 years is better than : 88.34 vs. VVIAX (80.13).
AFVZXVVIAXAFVZX / VVIAX
Total Expense Ratio0.750.051,500%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence8 years25 years-
Gain YTD7.8606.198127%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets660M189B0%
Annual Yield % from dividends1.072.1849%
Returns for 1 year7.0412.0358%
Returns for 3 years38.8635.17110%
Returns for 5 years88.3480.13110%
Returns for 10 yearsN/A115.67-
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