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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$21.74
Change-$0.52 (-2.34%)
VolumeN/A
Net Assets791.17M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
AFDZX vs VSCAX Comparison Chart
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AFDZX vs. VSCAX commentary
Feb 23, 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: 6.59B vs. AFDZX (791M). 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 : 14.87 vs. AFDZX (8.37). AFDZX return over 5 years is better than : 92.80 vs. VSCAX (73.99).
| 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 | -0.776 | 0.808 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 6.59B | 12% |
| Annual Yield % from dividends | 0.87 | 0.48 | 183% |
| Returns for 1 year | 8.37 | 14.87 | 56% |
| Returns for 3 years | 20.96 | 27.17 | 77% |
| Returns for 5 years | 92.80 | 73.99 | 125% |
| Returns for 10 years | N/A | 17.55 | - |
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