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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$19.42
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets714.27M
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.65B
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
Apr 19, 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: 5.65B vs. AFDVX (714M). AFDVX pays higher dividends than VSCAX: AFDVX (0.96) 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 : -1.66 vs. VSCAX (-7.00). AFDVX (140.11) and VSCAX (139.08) 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 | -10.713 | -14.717 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 5.65B | 13% |
| Annual Yield % from dividends | 0.96 | 0.37 | 264% |
| Returns for 1 year | -1.66 | -7.00 | 24% |
| Returns for 3 years | 6.34 | 4.06 | 156% |
| Returns for 5 years | 140.11 | 139.08 | 101% |
| Returns for 10 years | N/A | -1.99 | - |
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