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AFDZX vs VISVX
AFDZX vs VISVX Comparison
Open Charts AFDZX vs VISVX
Applied Finance Explorer Institutional
Price$23.09
Change-$0.20 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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AFDZX vs VISVX Comparison Chart
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AFDZX vs. VISVX 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 AFDZX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. AFDZX (792M). VISVX pays higher dividends than AFDZX: VISVX (1.90) vs AFDZX (0.87). AFDZX was incepted earlier than VISVX: AFDZX (9 years) vs VISVX (26 years). AFDZX is a more actively managed with annual turnover of: 29.88 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AFDZX: VISVX (3000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 26.24 vs. VISVX (21.73). AFDZX return over 5 years is better than : 120.55 vs. VISVX (55.70).
| AFDZX | VISVX | AFDZX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 11.791 | 10.404 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 57.3B | 1% |
| Annual Yield % from dividends | 0.87 | 1.90 | 46% |
| Returns for 1 year | 26.24 | 21.73 | 121% |
| Returns for 3 years | 31.51 | 17.75 | 178% |
| Returns for 5 years | 120.55 | 55.70 | 216% |
| Returns for 10 years | N/A | 102.10 | - |
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