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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.15
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets917.9M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Oct 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. AFDVX (918M). AFDVX pays higher dividends than VSCAX: AFDVX (0.84) vs VSCAX (0.32). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). AFDVX (1.68) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AFDVX (37.29). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. AFDVX (-0.25). VSCAX return over 5 years is better than : 106.26 vs. AFDVX (94.65).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.68 | 1.10 | 153% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 6.437 | 8.932 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 7.55B | 12% |
| Annual Yield % from dividends | 0.84 | 0.32 | 266% |
| Returns for 1 year | -0.25 | 2.33 | -11% |
| Returns for 3 years | 43.00 | 49.64 | 87% |
| Returns for 5 years | 94.65 | 106.26 | 89% |
| Returns for 10 years | 151.71 | 39.02 | 389% |
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