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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$20.86
Change+$0.27 (+1.31%)
VolumeN/A
Net Assets749.07M
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
May 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. AFDVX (749M). AFDVX pays higher dividends than VSCAX: AFDVX (0.99) vs VSCAX (0.39). 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 : -1.05 vs. VSCAX (-6.91). AFDVX return over 5 years is better than : 131.91 vs. VSCAX (124.47).
| 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 | -5.333 | -9.273 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 6.03B | 12% |
| Annual Yield % from dividends | 0.99 | 0.39 | 258% |
| Returns for 1 year | -1.05 | -6.91 | 15% |
| Returns for 3 years | 20.97 | 21.82 | 96% |
| Returns for 5 years | 131.91 | 124.47 | 106% |
| Returns for 10 years | N/A | 4.67 | - |
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