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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets936.37M
Invesco Small Cap Value A
Price$26.08
Change-$0.26 (-0.99%)
VolumeN/A
Net Assets7.69B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Oct 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.7B vs. AFDZX (936M). AFDZX pays higher dividends than VSCAX: AFDZX (1.00) vs VSCAX (0.32). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 years). AFDZX (1.37) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AFDZX (37.29). VSCAX has a lower initial minimum investment than AFDZX: VSCAX (1000) vs AFDZX (10000). VSCAX annual gain was more profitable for investors over the last year : 7.46 vs. AFDZX (3.88). VSCAX return over 5 years is better than : 110.88 vs. AFDZX (98.15).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.12 | 122% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 7.485 | 10.932 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 7.7B | 12% |
| Annual Yield % from dividends | 1.00 | 0.32 | 317% |
| Returns for 1 year | 3.88 | 7.46 | 52% |
| Returns for 3 years | 49.84 | 57.01 | 87% |
| Returns for 5 years | 98.15 | 110.88 | 89% |
| Returns for 10 years | 161.01 | 41.49 | 388% |
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