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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$21.45
Change+$0.30 (+1.42%)
VolumeN/A
Net Assets814.5M
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.4B
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.4B vs. AFDZX (815M). AFDZX pays higher dividends than VSCAX: AFDZX (1.14) vs VSCAX (0.37). 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: 40.00 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 : 2.16 vs. VSCAX (-2.24). AFDZX return over 5 years is better than : 99.90 vs. VSCAX (90.33).
| 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 | -3.469 | -4.679 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 6.4B | 13% |
| Annual Yield % from dividends | 1.14 | 0.37 | 310% |
| Returns for 1 year | 2.16 | -2.24 | -96% |
| Returns for 3 years | 14.27 | 15.89 | 90% |
| Returns for 5 years | 99.90 | 90.33 | 111% |
| Returns for 10 years | 140.48 | 9.86 | 1,424% |
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