Interact to see
Advertisement
Advertisement
AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.11
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets862.74M
Invesco Small Cap Value A
Price$23.86
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets6.83B
AFDZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDZX vs. VSCAX commentary
Jul 18, 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 Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. AFDZX (863M). AFDZX pays higher dividends than VSCAX: AFDZX (1.10) vs VSCAX (0.35). 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 (32.00). VSCAX has a lower initial minimum investment than AFDZX: VSCAX (1000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : -1.75 vs. VSCAX (-2.82). AFDZX (122.16) and VSCAX (119.28) have equivalent 5 years return.
| 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 | 0.913 | 0.978 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 6.83B | 13% |
| Annual Yield % from dividends | 1.10 | 0.35 | 318% |
| Returns for 1 year | -1.75 | -2.82 | 62% |
| Returns for 3 years | 37.20 | 45.87 | 81% |
| Returns for 5 years | 122.16 | 119.28 | 102% |
| Returns for 10 years | 130.85 | 19.69 | 665% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement