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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$19.96
Change-$1.27 (-5.98%)
VolumeN/A
Net Assets772.21M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Apr 04, 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: 6.35B vs. AFDZX (772M). 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 : 0.57 vs. VSCAX (-1.20). VSCAX (216.20) and AFDZX (212.57) 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 | -4.473 | -4.211 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 6.35B | 12% |
| Annual Yield % from dividends | 1.15 | 0.37 | 315% |
| Returns for 1 year | 0.57 | -1.20 | -47% |
| Returns for 3 years | 11.04 | 13.84 | 80% |
| Returns for 5 years | 212.57 | 216.20 | 98% |
| Returns for 10 years | N/A | 9.77 | - |
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