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AFDZX vs VSIAX
AFDZX vs VSIAX Comparison
Open Charts AFDZX vs VSIAX
Applied Finance Explorer Institutional
Price$23.09
Change-$0.20 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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AFDZX vs VSIAX Comparison Chart
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AFDZX vs. VSIAX commentary
Sep 21, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. AFDZX (792M). VSIAX pays higher dividends than AFDZX: VSIAX (2.01) vs AFDZX (0.87). AFDZX was incepted earlier than VSIAX: AFDZX (9 years) vs VSIAX (13 years). AFDZX is a more actively managed with annual turnover of: 29.88 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AFDZX: VSIAX (3000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 26.24 vs. VSIAX (21.77). AFDZX return over 5 years is better than : 120.55 vs. VSIAX (55.85).
| AFDZX | VSIAX | AFDZX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 11.791 | 10.460 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 57.3B | 1% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 26.24 | 21.77 | 121% |
| Returns for 3 years | 31.51 | 17.82 | 177% |
| Returns for 5 years | 120.55 | 55.85 | 216% |
| Returns for 10 years | N/A | 102.73 | - |
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