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AFDVX vs VISVX
AFDVX vs VISVX Comparison
Open Charts AFDVX vs VISVX
Applied Finance Explorer Investor
Price$23.04
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets908.07M
Vanguard Small Cap Value Index I
Price$48.88
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets56.44B
AFDVX vs VISVX Comparison Chart in %
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AFDVX vs. VISVX commentary
Aug 20, 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 AFDVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AFDVX (908M). VISVX pays higher dividends than AFDVX: VISVX (1.95) vs AFDVX (0.91). AFDVX was incepted earlier than VISVX: AFDVX (10 years) vs VISVX (27 years). AFDVX (1.69) is less costly to investors than VISVX (0.19). AFDVX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). AFDVX has a lower initial minimum investment than VISVX: AFDVX (1000) vs VISVX (3000). AFDVX (6.38) and VISVX (6.37) have marching annual gain over last year. AFDVX return over 5 years is better than : 107.62 vs. VISVX (79.34).
| AFDVX | VISVX | AFDVX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.69 | 0.19 | 889% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 5.609 | 2.699 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 56.4B | 2% |
| Annual Yield % from dividends | 0.91 | 1.95 | 47% |
| Returns for 1 year | 6.38 | 6.37 | 100% |
| Returns for 3 years | 27.21 | 21.84 | 125% |
| Returns for 5 years | 107.62 | 79.34 | 136% |
| Returns for 10 years | 154.04 | 109.85 | 140% |
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