AFDVX
Price
$20.98
Change
+$0.02 (+0.10%)
Updated
Jun 5 closing price
Net Assets
814.24M
VSCAX
Price
$22.51
Change
+$0.10 (+0.45%)
Updated
Jun 5 closing price
Net Assets
6.37B
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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$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.

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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).
AFDVXVSCAXAFDVX / VSCAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.691.12151%
Fund Existence10 years26 years-
Gain YTD-3.632-4.67978%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets814M6.37B13%
Annual Yield % from dividends0.950.37260%
Returns for 1 year1.21-2.24-54%
Returns for 3 years14.6515.8992%
Returns for 5 years97.8290.33108%
Returns for 10 yearsN/A9.86-
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