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AFDVX vs VSIAX
AFDVX vs VSIAX Comparison
Open Charts AFDVX vs VSIAX
Applied Finance Explorer Investor
Price$23.04
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets908.07M
Vanguard Small Cap Value Index Admiral
Price$87.59
Change+$0.34 (+0.39%)
VolumeN/A
Net Assets56.44B
AFDVX vs VSIAX Comparison Chart in %
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AFDVX vs. VSIAX commentary
Aug 20, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. AFDVX (908M). VSIAX pays higher dividends than AFDVX: VSIAX (2.07) vs AFDVX (0.91). AFDVX was incepted earlier than VSIAX: AFDVX (10 years) vs VSIAX (14 years). AFDVX (1.69) is less costly to investors than VSIAX (0.07). AFDVX is a more actively managed with annual turnover of: 32.00 vs. VSIAX (16.00). AFDVX has a lower initial minimum investment than VSIAX: AFDVX (1000) vs VSIAX (3000). VSIAX (6.42) and AFDVX (6.38) have marching annual gain over last year. AFDVX return over 5 years is better than : 107.62 vs. VSIAX (79.49).
| AFDVX | VSIAX | AFDVX / VSIAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.69 | 0.07 | 2,414% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 5.609 | 2.739 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 56.4B | 2% |
| Annual Yield % from dividends | 0.91 | 2.07 | 44% |
| Returns for 1 year | 6.38 | 6.42 | 99% |
| Returns for 3 years | 27.21 | 21.94 | 124% |
| Returns for 5 years | 107.62 | 79.49 | 135% |
| Returns for 10 years | 154.04 | 110.32 | 140% |
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