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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$22.38
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets886.09M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. AFDVX (886M). 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: 52.00 vs. AFDVX (32.00). AFDVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. AFDVX (0.38). VSCAX (124.82) and AFDVX (123.14) have equivalent 5 years return.
| AFDVX | VSCAX | AFDVX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.69 | 1.12 | 151% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.897 | 3.998 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 7.03B | 13% |
| Annual Yield % from dividends | 0.92 | 0.35 | 266% |
| Returns for 1 year | 0.38 | 5.38 | 7% |
| Returns for 3 years | 32.40 | 42.53 | 76% |
| Returns for 5 years | 123.14 | 124.82 | 99% |
| Returns for 10 years | 136.35 | 27.85 | 490% |
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