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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$22.82
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets828.61M
Invesco Small Cap Value A
Price$25.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.87B
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
Jan 24, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.87B vs. AFDVX (829M). AFDVX pays higher dividends than VSCAX: AFDVX (0.73) vs VSCAX (0.48). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. AFDVX (29.88). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 25.29 vs. AFDVX (14.47). AFDVX return over 5 years is better than : 101.80 vs. VSCAX (83.47).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.460 | 6.763 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 6.87B | 12% |
| Annual Yield % from dividends | 0.73 | 0.48 | 153% |
| Returns for 1 year | 14.47 | 25.29 | 57% |
| Returns for 3 years | 28.26 | 40.11 | 70% |
| Returns for 5 years | 101.80 | 83.47 | 122% |
| Returns for 10 years | N/A | 35.88 | - |
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