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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.71
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets821.44M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Jan 19, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.72B vs. AFDZX (821M). AFDZX pays higher dividends than VSCAX: AFDZX (0.87) vs VSCAX (0.48). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. AFDZX (29.88). 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 : 25.28 vs. AFDZX (15.90). AFDZX return over 5 years is better than : 97.68 vs. VSCAX (74.58).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.651 | 4.892 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 6.72B | 12% |
| Annual Yield % from dividends | 0.87 | 0.48 | 183% |
| Returns for 1 year | 15.90 | 25.28 | 63% |
| Returns for 3 years | 20.99 | 30.32 | 69% |
| Returns for 5 years | 97.68 | 74.58 | 131% |
| Returns for 10 years | N/A | 35.60 | - |
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