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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.89
Change+$0.55 (+2.36%)
VolumeN/A
Net Assets945.99M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Feb 04, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. AFDVX (946M). AFDVX pays higher dividends than VSCAX: AFDVX (0.45) vs VSCAX (0.23). AFDVX was incepted earlier than VSCAX: AFDVX (11 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 : 18.26 vs. AFDVX (7.92). VSCAX return over 5 years is better than : 68.92 vs. AFDVX (59.70).
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.68 | 1.10 | 153% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.689 | 12.643 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 9.42B | 10% |
| Annual Yield % from dividends | 0.45 | 0.23 | 197% |
| Returns for 1 year | 7.92 | 18.26 | 43% |
| Returns for 3 years | 29.30 | 51.27 | 57% |
| Returns for 5 years | 59.70 | 68.92 | 87% |
| Returns for 10 years | 216.42 | 108.32 | 200% |
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