Ad is loading...
AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$21.58
Change-$0.52 (-2.35%)
VolumeN/A
Net Assets791.17M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
AFDVX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. VSCAX commentary
Feb 23, 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: 6.59B vs. AFDVX (791M). AFDVX pays higher dividends than VSCAX: AFDVX (0.73) vs VSCAX (0.48). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. AFDVX (29.88). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. AFDVX (8.13). AFDVX return over 5 years is better than : 91.01 vs. VSCAX (73.99).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.782 | 0.808 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 6.59B | 12% |
| Annual Yield % from dividends | 0.73 | 0.48 | 153% |
| Returns for 1 year | 8.13 | 14.87 | 55% |
| Returns for 3 years | 20.10 | 27.17 | 74% |
| Returns for 5 years | 91.01 | 73.99 | 123% |
| Returns for 10 years | N/A | 17.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NGREX | 9.78 | -0.06 | -0.61% |
| Northern Global Real Estate Index | |||
| IGIVX | 103.20 | -2.08 | -1.98% |
| Integrity Growth & Income Fund I | |||
| NAESX | 114.78 | -3.10 | -2.63% |
| Vanguard Small Cap Index Inv | |||
| BDSCX | 17.47 | -0.56 | -3.11% |
| BlackRock Advantage Small Cap Core Inv C | |||
| MXXIX | 51.52 | -1.79 | -3.36% |
| Marsico Midcap Growth Focus Fund | |||