AFDVX
Price
$21.31
Change
-$0.23 (-1.07%)
Updated
Jun 25 closing price
Net Assets
871.86M
VSCAX
Price
$23.03
Change
-$0.07 (-0.30%)
Updated
Jun 25 closing price
Net Assets
6.54B
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AFDVX vs VSCAX

Header iconAFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAXBanner chart's image
Applied Finance Explorer Investor
Price$21.31
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets871.86M
Invesco Small Cap Value A
Price$23.03
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets6.54B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Jun 26, 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 Buy and VSCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.54B vs. AFDVX (872M). AFDVX pays higher dividends than VSCAX: AFDVX (0.95) vs VSCAX (0.37). 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: 40.00 vs. AFDVX (32.00). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. AFDVX annual gain was more profitable for investors over the last year : 5.06 vs. VSCAX (1.79). VSCAX (131.31) and AFDVX (131.13) have equivalent 5 years return.
AFDVXVSCAXAFDVX / VSCAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.691.12151%
Fund Existence10 years26 years-
Gain YTD-2.023-1.744116%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets872M6.54B13%
Annual Yield % from dividends0.950.37260%
Returns for 1 year5.061.79283%
Returns for 3 years31.7136.0088%
Returns for 5 years131.13131.31100%
Returns for 10 yearsN/A11.15-
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