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AFDVX vs VSIIX
AFDVX vs VSIIX Comparison
Open Charts AFDVX vs VSIIX
Applied Finance Explorer Investor
Price$22.91
Change-$0.19 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
AFDVX vs VSIIX Comparison Chart
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AFDVX vs. VSIIX commentary
Sep 21, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. AFDVX (792M). VSIIX pays higher dividends than AFDVX: VSIIX (2.02) vs AFDVX (0.73). AFDVX was incepted earlier than VSIIX: AFDVX (9 years) vs VSIIX (25 years). AFDVX is a more actively managed with annual turnover of: 29.88 vs. VSIIX (16.00). AFDVX has a lower initial minimum investment than VSIIX: AFDVX (1000) vs VSIIX (5000000). AFDVX (25.90) and VSIIX (24.93) have marching annual gain over last year. AFDVX return over 5 years is better than : 118.52 vs. VSIIX (58.50).
| AFDVX | VSIIX | AFDVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 11.516 | 12.339 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 57.3B | 1% |
| Annual Yield % from dividends | 0.73 | 2.02 | 36% |
| Returns for 1 year | 25.90 | 24.93 | 104% |
| Returns for 3 years | 30.64 | 22.14 | 138% |
| Returns for 5 years | 118.52 | 58.50 | 203% |
| Returns for 10 years | N/A | 109.09 | - |
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