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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$23.09
Change-$0.20 (-0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
AFDZX vs VSIIX Comparison Chart
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AFDZX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. AFDZX (792M). VSIIX pays higher dividends than AFDZX: VSIIX (2.02) vs AFDZX (0.87). AFDZX was incepted earlier than VSIIX: AFDZX (9 years) vs VSIIX (25 years). AFDZX is a more actively managed with annual turnover of: 29.88 vs. VSIIX (16.00). AFDZX has a lower initial minimum investment than VSIIX: AFDZX (10000) vs VSIIX (5000000). AFDZX annual gain was more profitable for investors over the last year : 26.24 vs. VSIIX (24.93). AFDZX return over 5 years is better than : 120.55 vs. VSIIX (58.50).
| AFDZX | VSIIX | AFDZX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 11.791 | 12.339 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 57.3B | 1% |
| Annual Yield % from dividends | 0.87 | 2.02 | 43% |
| Returns for 1 year | 26.24 | 24.93 | 105% |
| Returns for 3 years | 31.51 | 22.14 | 142% |
| Returns for 5 years | 120.55 | 58.50 | 206% |
| Returns for 10 years | N/A | 109.09 | - |
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