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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Nov 18, 2024
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: 6.22B vs. AFDZX (826M). AFDZX pays higher dividends than VSCAX: AFDZX (0.87) vs VSCAX (0.48). AFDZX was incepted earlier than VSCAX: AFDZX (9 years) vs VSCAX (25 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 : 35.27 vs. AFDZX (30.39). AFDZX return over 5 years is better than : 113.15 vs. VSCAX (82.06).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 15.215 | 25.800 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 6.22B | 13% |
| Annual Yield % from dividends | 0.87 | 0.48 | 183% |
| Returns for 1 year | 30.39 | 35.27 | 86% |
| Returns for 3 years | 17.32 | 15.35 | 113% |
| Returns for 5 years | 113.15 | 82.06 | 138% |
| Returns for 10 years | N/A | 16.18 | - |
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