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AFDVX vs VSIIX
AFDVX vs VSIIX Comparison
Open Charts AFDVX vs VSIIX
Applied Finance Explorer Investor
Price$21.05
Change-$0.32 (-1.50%)
VolumeN/A
Net Assets846.21M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
AFDVX vs VSIIX Comparison Chart
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AFDVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AFDVX (846M). VSIIX pays higher dividends than AFDVX: VSIIX (2.24) vs AFDVX (0.95). AFDVX was incepted earlier than VSIIX: AFDVX (10 years) vs VSIIX (26 years). AFDVX (1.69) is less costly to investors than VSIIX (0.06). AFDVX is a more actively managed with annual turnover of: 32.00 vs. VSIIX (16.00). AFDVX has a lower initial minimum investment than VSIIX: AFDVX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. AFDVX (3.27). AFDVX return over 5 years is better than : 121.52 vs. VSIIX (80.64).
| AFDVX | VSIIX | AFDVX / VSIIX | |
| Total Expense Ratio | 1.08 | 0.06 | 1,800% |
| Annual Report Gross Expense Ratio | 1.69 | 0.06 | 2,817% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -3.218 | -4.316 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 54B | 2% |
| Annual Yield % from dividends | 0.95 | 2.24 | 43% |
| Returns for 1 year | 3.27 | 3.81 | 86% |
| Returns for 3 years | 27.64 | 26.18 | 106% |
| Returns for 5 years | 121.52 | 80.64 | 151% |
| Returns for 10 years | N/A | 80.51 | - |
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