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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.83
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets932.04M
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. AFDVX (932M). AFDVX pays higher dividends than VSCAX: AFDVX (0.91) vs VSCAX (0.34). 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 (7.51) and AFDVX (7.22) have marching annual gain over last year. AFDVX (115.77) and VSCAX (112.00) have equivalent 5 years return.
| 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 | 9.563 | 6.976 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 7.23B | 13% |
| Annual Yield % from dividends | 0.91 | 0.34 | 270% |
| Returns for 1 year | 7.22 | 7.51 | 96% |
| Returns for 3 years | 36.48 | 38.48 | 95% |
| Returns for 5 years | 115.77 | 112.00 | 103% |
| Returns for 10 years | 163.55 | 36.23 | 451% |
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