AFDVX
Price
$22.33
Change
+$0.10 (+0.45%)
Updated
Jul 3 closing price
Net Assets
886.89M
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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AFDVX vs VSCAX

Header iconAFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAXBanner chart's image
Applied Finance Explorer Investor
Price$22.33
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. AFDVX (887M). AFDVX pays higher dividends than VSCAX: AFDVX (0.92) vs VSCAX (0.35). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 years). AFDVX (1.69) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. AFDVX (32.00). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. AFDVX annual gain was more profitable for investors over the last year : 9.02 vs. VSCAX (5.03). VSCAX (135.31) and AFDVX (134.27) have equivalent 5 years return.
AFDVXVSCAXAFDVX / VSCAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.691.12151%
Fund Existence10 years26 years-
Gain YTD2.6672.72298%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets887M6.97B13%
Annual Yield % from dividends0.920.35266%
Returns for 1 year9.025.03179%
Returns for 3 years39.8743.8591%
Returns for 5 years134.27135.3199%
Returns for 10 years133.4220.55649%
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