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AFVZX vs VVIAX
AFVZX vs VVIAX Comparison
Open Charts AFVZX vs VVIAX
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.
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).
| 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 | 7.860 | 6.198 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 189B | 0% |
| Annual Yield % from dividends | 1.07 | 2.18 | 49% |
| Returns for 1 year | 7.04 | 12.03 | 58% |
| Returns for 3 years | 38.86 | 35.17 | 110% |
| Returns for 5 years | 88.34 | 80.13 | 110% |
| Returns for 10 years | N/A | 115.67 | - |
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