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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$24.02
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets932.04M
Vanguard Small Cap Value Index I
Price$50.13
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets56.44B
AFDZX vs VSIIX Comparison Chart in %
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AFDZX vs. VSIIX commentary
Aug 30, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. AFDZX (932M). VSIIX pays higher dividends than AFDZX: VSIIX (2.08) vs AFDZX (1.09). AFDZX was incepted earlier than VSIIX: AFDZX (10 years) vs VSIIX (26 years). AFDZX (1.37) is less costly to investors than VSIIX (0.06). AFDZX is a more actively managed with annual turnover of: 37.29 vs. VSIIX (16.00). AFDZX has a lower initial minimum investment than VSIIX: AFDZX (10000) vs VSIIX (5000000). AFDZX (6.79) and VSIIX (6.71) have marching annual gain over last year. AFDZX return over 5 years is better than : 117.68 vs. VSIIX (82.19).
| AFDZX | VSIIX | AFDZX / VSIIX | |
| Total Expense Ratio | 0.83 | 0.06 | 1,383% |
| Annual Report Gross Expense Ratio | 1.37 | 0.06 | 2,283% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 9.630 | 5.789 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 56.4B | 2% |
| Annual Yield % from dividends | 1.09 | 2.08 | 52% |
| Returns for 1 year | 6.79 | 6.71 | 101% |
| Returns for 3 years | 39.93 | 31.80 | 126% |
| Returns for 5 years | 117.68 | 82.19 | 143% |
| Returns for 10 years | 178.01 | 122.21 | 146% |
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