Interact to see
Advertisement
Advertisement
AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$22.51
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets898.62M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
AFDVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. VSCAX commentary
Nov 20, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. AFDVX (899M). AFDVX pays higher dividends than VSCAX: AFDVX (0.86) vs VSCAX (0.32). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). AFDVX (1.68) is less costly to investors than VSCAX (1.10). 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. AFDVX annual gain was more profitable for investors over the last year : -2.96 vs. VSCAX (-3.38). AFDVX (80.53) and VSCAX (77.11) have equivalent 5 years return.
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.68 | 1.10 | 153% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.494 | 6.338 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 7.36B | 12% |
| Annual Yield % from dividends | 0.86 | 0.32 | 270% |
| Returns for 1 year | -2.96 | -3.38 | 88% |
| Returns for 3 years | 29.65 | 31.70 | 94% |
| Returns for 5 years | 80.53 | 77.11 | 104% |
| Returns for 10 years | 144.75 | 35.49 | 408% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers