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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$20.98
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets814.24M
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
Jun 06, 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: 6.37B vs. AFDVX (814M). 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 : 1.21 vs. VSCAX (-2.24). AFDVX return over 5 years is better than : 97.82 vs. VSCAX (90.33).
| 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 | -3.632 | -4.679 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 6.37B | 13% |
| Annual Yield % from dividends | 0.95 | 0.37 | 260% |
| Returns for 1 year | 1.21 | -2.24 | -54% |
| Returns for 3 years | 14.65 | 15.89 | 92% |
| Returns for 5 years | 97.82 | 90.33 | 108% |
| Returns for 10 years | N/A | 9.86 | - |
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