Interact to see
Advertisement
Advertisement
AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
Net Assets945.55M
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.61B
AFDVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. VSCAX commentary
Oct 09, 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 AFDVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. AFDVX (946M). AFDVX pays higher dividends than VSCAX: AFDVX (0.84) vs VSCAX (0.32). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). AFDVX (1.69) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AFDVX (37.29). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 8.93 vs. AFDVX (4.83). VSCAX return over 5 years is better than : 113.52 vs. AFDVX (98.75).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.69 | 1.12 | 151% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 8.322 | 12.590 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 7.61B | 12% |
| Annual Yield % from dividends | 0.84 | 0.32 | 266% |
| Returns for 1 year | 4.83 | 8.93 | 54% |
| Returns for 3 years | 50.06 | 58.14 | 86% |
| Returns for 5 years | 98.75 | 113.52 | 87% |
| Returns for 10 years | 158.07 | 42.92 | 368% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JACAX | 60.13 | N/A | N/A |
| Janus Henderson VIT Forty Instl | |||
| SGISX | 38.96 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| GIFFX | 23.60 | N/A | N/A |
| Invesco Growth and Income R6 | |||
| AMECX | 27.55 | -0.04 | -0.14% |
| American Funds Income Fund of Amer A | |||
| MCYSX | 13.59 | -0.10 | -0.73% |
| NYLI Candriam Emerging Markets Eq Cl R6 | |||