Interact to see
Advertisement
Advertisement
AFVZX vs VVIAX
AFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAX
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
AFVZX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVZX vs. VVIAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. AFVZX (663M). VVIAX pays higher dividends than AFVZX: VVIAX (2.10) vs AFVZX (1.04). AFVZX was incepted earlier than VVIAX: AFVZX (9 years) vs VVIAX (25 years). AFVZX (1.13) is less costly to investors than VVIAX (0.05). AFVZX is a more actively managed with annual turnover of: 27.63 vs. VVIAX (9.00). 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 : 7.74 vs. AFVZX (7.06). AFVZX (72.85) and VVIAX (70.16) have equivalent 5 years return.
| 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 | 9 years | 25 years | - |
| Gain YTD | 9.163 | 7.850 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 203B | 0% |
| Annual Yield % from dividends | 1.04 | 2.10 | 50% |
| Returns for 1 year | 7.06 | 7.74 | 91% |
| Returns for 3 years | 38.35 | 36.61 | 105% |
| Returns for 5 years | 72.85 | 70.16 | 104% |
| Returns for 10 years | N/A | 131.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement