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AFDZX vs VISVX
AFDZX vs VISVX Comparison
Open Charts AFDZX vs VISVX
Applied Finance Explorer Institutional
Price$22.43
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets876.21M
Vanguard Small Cap Value Index I
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets56.44B
AFDZX vs VISVX Comparison Chart in %
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AFDZX vs. VISVX commentary
Aug 10, 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 AFDZX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AFDZX (876M). VISVX pays higher dividends than AFDZX: VISVX (1.95) vs AFDZX (1.09). AFDZX was incepted earlier than VISVX: AFDZX (10 years) vs VISVX (27 years). AFDZX (1.37) is less costly to investors than VISVX (0.19). AFDZX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AFDZX: VISVX (3000) vs AFDZX (10000). VISVX annual gain was more profitable for investors over the last year : 6.76 vs. AFDZX (5.72). AFDZX return over 5 years is better than : 102.92 vs. VISVX (74.40).
| AFDZX | VISVX | AFDZX / VISVX | |
| Total Expense Ratio | 0.83 | 0.19 | 437% |
| Annual Report Gross Expense Ratio | 1.37 | 0.19 | 721% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 2.373 | 0.337 | 705% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 56.4B | 2% |
| Annual Yield % from dividends | 1.09 | 1.95 | 56% |
| Returns for 1 year | 5.72 | 6.76 | 85% |
| Returns for 3 years | 28.34 | 23.04 | 123% |
| Returns for 5 years | 102.92 | 74.40 | 138% |
| Returns for 10 years | 139.45 | 95.98 | 145% |
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