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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$21.93
Change-$0.19 (-0.86%)
VolumeN/A
Net Assets867.63M
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.95B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.95B vs. AFDVX (868M). AFDVX pays higher dividends than VSCAX: AFDVX (0.92) vs VSCAX (0.35). 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: 52.00 vs. AFDVX (32.00). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 0.75 vs. AFDVX (-0.61). VSCAX (123.44) and AFDVX (122.06) 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 | 1.701 | 2.892 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 6.95B | 12% |
| Annual Yield % from dividends | 0.92 | 0.35 | 266% |
| Returns for 1 year | -0.61 | 0.75 | -81% |
| Returns for 3 years | 37.13 | 47.30 | 79% |
| Returns for 5 years | 122.06 | 123.44 | 99% |
| Returns for 10 years | 127.99 | 22.32 | 573% |
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