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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$24.24
Change+$0.32 (+1.34%)
VolumeN/A
Net Assets949.95M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Sep 09, 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 AFDZX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. AFDZX (950M). AFDZX pays higher dividends than VSCAX: AFDZX (1.00) vs VSCAX (0.32). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 years). AFDZX (1.37) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AFDZX (37.29). VSCAX has a lower initial minimum investment than AFDZX: VSCAX (1000) vs AFDZX (10000). VSCAX (12.12) and AFDZX (11.66) have marching annual gain over last year. AFDZX return over 5 years is better than : 124.33 vs. VSCAX (116.87).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 1.37 | 1.12 | 122% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 11.000 | 7.614 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 7.33B | 13% |
| Annual Yield % from dividends | 1.00 | 0.32 | 308% |
| Returns for 1 year | 11.66 | 12.12 | 96% |
| Returns for 3 years | 47.09 | 46.81 | 101% |
| Returns for 5 years | 124.33 | 116.87 | 106% |
| Returns for 10 years | 175.08 | 36.89 | 475% |
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