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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.34
Change-$0.89 (-3.83%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Dec 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. AFDZX (828M). AFDZX pays higher dividends than VSCAX: AFDZX (0.87) vs VSCAX (0.48). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 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 : 22.21 vs. AFDZX (16.03). AFDZX return over 5 years is better than : 103.13 vs. VSCAX (70.83).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 13.650 | 19.204 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 6.61B | 13% |
| Annual Yield % from dividends | 0.87 | 0.48 | 183% |
| Returns for 1 year | 16.03 | 22.21 | 72% |
| Returns for 3 years | 23.58 | 40.10 | 59% |
| Returns for 5 years | 103.13 | 70.83 | 146% |
| Returns for 10 years | N/A | 25.79 | - |
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