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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.43
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets876.21M
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.94B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. AFDZX (876M). AFDZX pays higher dividends than VSCAX: AFDZX (1.09) vs VSCAX (0.34). 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). VSCAX annual gain was more profitable for investors over the last year : 10.66 vs. AFDZX (5.72). VSCAX (107.90) and AFDZX (102.92) 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 | 2.373 | 2.552 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 6.94B | 13% |
| Annual Yield % from dividends | 1.09 | 0.34 | 321% |
| Returns for 1 year | 5.72 | 10.66 | 54% |
| Returns for 3 years | 28.34 | 35.86 | 79% |
| Returns for 5 years | 102.92 | 107.90 | 95% |
| Returns for 10 years | 139.45 | 24.79 | 563% |
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