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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$22.21
Change+$0.10 (+0.45%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.33B vs. AFDVX (799M). AFDVX pays higher dividends than VSCAX: AFDVX (0.73) vs VSCAX (0.48). AFDVX was incepted earlier than VSCAX: AFDVX (9 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 : 16.45 vs. AFDVX (9.30). AFDVX return over 5 years is better than : 93.52 vs. VSCAX (65.61).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 9.301 | 15.647 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 6.33B | 13% |
| Annual Yield % from dividends | 0.73 | 0.48 | 153% |
| Returns for 1 year | 9.30 | 16.45 | 57% |
| Returns for 3 years | 17.62 | 33.77 | 52% |
| Returns for 5 years | 93.52 | 65.61 | 143% |
| Returns for 10 years | N/A | 20.48 | - |
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