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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$23.10
Change-$0.43 (-1.83%)
VolumeN/A
Net Assets917.99M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
AFDVX vs VSCAX Comparison Chart in %
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AFDVX vs. VSCAX commentary
Nov 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. AFDVX (918M). AFDVX pays higher dividends than VSCAX: AFDVX (0.86) vs VSCAX (0.32). AFDVX was incepted earlier than VSCAX: AFDVX (10 years) vs VSCAX (26 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 : -0.35 vs. AFDVX (-2.21). VSCAX (90.72) and AFDVX (88.96) have equivalent 5 years return.
| 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 | 26 years | - |
| Gain YTD | 6.207 | 11.782 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 7.75B | 12% |
| Annual Yield % from dividends | 0.86 | 0.32 | 270% |
| Returns for 1 year | -2.21 | -0.35 | 634% |
| Returns for 3 years | 33.42 | 36.18 | 92% |
| Returns for 5 years | 88.96 | 90.72 | 98% |
| Returns for 10 years | 154.93 | 46.42 | 334% |
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