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AFDZX vs VSIAX
AFDZX vs VSIAX Comparison
Open Charts AFDZX vs VSIAX
Applied Finance Explorer Institutional
Price$22.43
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets876.21M
Vanguard Small Cap Value Index Admiral
Price$85.24
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets56.44B
AFDZX vs VSIAX Comparison Chart in %
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AFDZX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. AFDZX (876M). VSIAX pays higher dividends than AFDZX: VSIAX (2.07) vs AFDZX (1.09). AFDZX was incepted earlier than VSIAX: AFDZX (10 years) vs VSIAX (14 years). AFDZX (1.37) is less costly to investors than VSIAX (0.07). AFDZX is a more actively managed with annual turnover of: 32.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AFDZX: VSIAX (3000) vs AFDZX (10000). VSIAX annual gain was more profitable for investors over the last year : 6.79 vs. AFDZX (5.72). AFDZX return over 5 years is better than : 102.92 vs. VSIAX (74.58).
| AFDZX | VSIAX | AFDZX / VSIAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 1.37 | 0.07 | 1,957% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.373 | 0.372 | 637% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 56.4B | 2% |
| Annual Yield % from dividends | 1.09 | 2.07 | 53% |
| Returns for 1 year | 5.72 | 6.79 | 84% |
| Returns for 3 years | 28.34 | 23.14 | 122% |
| Returns for 5 years | 102.92 | 74.58 | 138% |
| Returns for 10 years | 139.45 | 96.41 | 145% |
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