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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.76
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets960.67M
Invesco Small Cap Value A
Price$26.98
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets8.77B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.77B vs. AFDVX (961M). AFDVX pays higher dividends than VSCAX: AFDVX (0.47) vs VSCAX (0.25). 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 : 13.99 vs. AFDVX (10.92). AFDVX return over 5 years is better than : 61.57 vs. VSCAX (56.83).
| 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 | 3.125 | 6.598 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 8.77B | 11% |
| Annual Yield % from dividends | 0.47 | 0.25 | 186% |
| Returns for 1 year | 10.92 | 13.99 | 78% |
| Returns for 3 years | 37.01 | 48.45 | 76% |
| Returns for 5 years | 61.57 | 56.83 | 108% |
| Returns for 10 years | 208.77 | 97.86 | 213% |
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