AFVLX vs. VAFAX

In the year-to-date period, AFVLX achieves a 0.09% return, which is significantly higher than VAFAX's -1.81% return.

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AFVLX has a 1.48% expense ratio, which is higher than VAFAX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Applied Finance Select Fund (AFVLX) and Invesco American Franchise Fund Class A (VAFAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AFVLX Sharpe Ratio is -0.00, which is lower than the VAFAX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of AFVLX and VAFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AFVLX's dividend yield for the trailing twelve months is around 3.51%, less than VAFAX's 3.81% yield.

The maximum AFVLX drawdown since its inception was -36.29%, smaller than the maximum VAFAX drawdown of -48.48%. Use the drawdown chart below to compare losses from any high point for AFVLX and VAFAX.

Applied Finance Select Fund (AFVLX) and Invesco American Franchise Fund Class A (VAFAX) have volatilities of 5.56% and 5.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.