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AFDZX vs VSIAX
AFDZX vs VSIAX Comparison
Open Charts AFDZX vs VSIAX
Applied Finance Explorer Institutional
Price$21.37
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets857.84M
Vanguard Small Cap Value Index Admiral
Price$81.92
Change+$0.14 (+0.17%)
VolumeN/A
Net Assets54.02B
AFDZX vs VSIAX Comparison Chart in %
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AFDZX vs. VSIAX commentary
Jun 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 Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. AFDZX (858M). VSIAX pays higher dividends than AFDZX: VSIAX (2.23) vs AFDZX (1.14). 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 (4.93) and AFDZX (4.93) have marching annual gain over last year. AFDZX return over 5 years is better than : 122.06 vs. VSIAX (80.91).
| 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 | -2.465 | -3.657 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 54B | 2% |
| Annual Yield % from dividends | 1.14 | 2.23 | 51% |
| Returns for 1 year | 4.93 | 4.93 | 100% |
| Returns for 3 years | 34.14 | 29.29 | 117% |
| Returns for 5 years | 122.06 | 80.91 | 151% |
| Returns for 10 years | 118.54 | 79.08 | 150% |
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