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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$20.04
Change+$0.31 (+1.57%)
VolumeN/A
Net Assets716.97M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Apr 25, 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: 5.77B vs. AFDZX (717M). AFDZX pays higher dividends than VSCAX: AFDZX (1.15) 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 : -2.69 vs. VSCAX (-7.11). AFDZX (151.40) and VSCAX (144.54) 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 | -8.535 | -12.973 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 5.77B | 12% |
| Annual Yield % from dividends | 1.15 | 0.37 | 315% |
| Returns for 1 year | -2.69 | -7.11 | 38% |
| Returns for 3 years | 11.56 | 10.08 | 115% |
| Returns for 5 years | 151.40 | 144.54 | 105% |
| Returns for 10 years | N/A | 0.40 | - |
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