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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.72
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets898.62M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Nov 20, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. AFDZX (899M). AFDZX pays higher dividends than VSCAX: AFDZX (1.02) vs VSCAX (0.32). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 years). AFDZX (1.36) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AFDZX (37.29). 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 : -2.71 vs. VSCAX (-3.38). AFDZX return over 5 years is better than : 82.28 vs. VSCAX (77.11).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.697 | 6.338 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 7.36B | 12% |
| Annual Yield % from dividends | 1.02 | 0.32 | 322% |
| Returns for 1 year | -2.71 | -3.38 | 80% |
| Returns for 3 years | 30.65 | 31.70 | 97% |
| Returns for 5 years | 82.28 | 77.11 | 107% |
| Returns for 10 years | 150.74 | 35.49 | 425% |
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