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AFDVX vs VSCAX
AFDVX vs VSCAX Comparison
Open Charts AFDVX vs VSCAX
Applied Finance Explorer Investor
Price$21.05
Change-$0.32 (-1.50%)
VolumeN/A
Net Assets846.21M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
AFDVX vs VSCAX Comparison Chart
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AFDVX vs. VSCAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. AFDVX (846M). AFDVX pays higher dividends than VSCAX: AFDVX (0.95) vs VSCAX (0.37). 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 : 3.27 vs. VSCAX (0.16). AFDVX (121.52) and VSCAX (116.10) 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 | -3.218 | -3.573 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 6.48B | 13% |
| Annual Yield % from dividends | 0.95 | 0.37 | 260% |
| Returns for 1 year | 3.27 | 0.16 | 2,094% |
| Returns for 3 years | 27.64 | 29.03 | 95% |
| Returns for 5 years | 121.52 | 116.10 | 105% |
| Returns for 10 years | N/A | 10.55 | - |
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