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AFDVX vs VISVX
AFDVX vs VISVX Comparison
Open Charts AFDVX vs VISVX
Applied Finance Explorer Investor
Price$23.89
Change+$0.55 (+2.36%)
VolumeN/A
Net Assets945.99M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
AFDVX vs VISVX Comparison Chart in %
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AFDVX vs. VISVX commentary
Feb 05, 2026
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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. AFDVX (946M). VISVX pays higher dividends than AFDVX: VISVX (1.74) vs AFDVX (0.45). AFDVX was incepted earlier than VISVX: AFDVX (11 years) vs VISVX (28 years). AFDVX (1.68) is less costly to investors than VISVX (0.19). AFDVX is a more actively managed with annual turnover of: 37.29 vs. VISVX (16.00). AFDVX has a lower initial minimum investment than VISVX: AFDVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 12.01 vs. AFDVX (7.92). AFDVX return over 5 years is better than : 59.70 vs. VISVX (51.01).
| AFDVX | VISVX | AFDVX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.68 | 0.19 | 884% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 3.689 | 6.555 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 59.8B | 2% |
| Annual Yield % from dividends | 0.45 | 1.74 | 26% |
| Returns for 1 year | 7.92 | 12.01 | 66% |
| Returns for 3 years | 29.30 | 29.81 | 98% |
| Returns for 5 years | 59.70 | 51.01 | 117% |
| Returns for 10 years | 216.42 | 161.74 | 134% |
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