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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$24.07
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets954.5M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Dec 14, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. AFDVX (955M). AFDVX pays higher dividends than VSCAX: AFDVX (0.84) vs VSCAX (0.31). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (27 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 : 7.48 vs. AFDVX (2.28). VSCAX return over 5 years is better than : 88.18 vs. AFDVX (81.81).
| 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 | 27 years | - |
| Gain YTD | 10.345 | 21.523 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 8.48B | 11% |
| Annual Yield % from dividends | 0.84 | 0.31 | 274% |
| Returns for 1 year | 2.28 | 7.48 | 31% |
| Returns for 3 years | 39.96 | 52.50 | 76% |
| Returns for 5 years | 81.81 | 88.18 | 93% |
| Returns for 10 years | 178.60 | 80.66 | 221% |
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