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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$24.08
Change+$0.53 (+2.25%)
VolumeN/A
Net Assets945.99M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Feb 04, 2026
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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. AFDZX (946M). AFDZX pays higher dividends than VSCAX: AFDZX (0.68) vs VSCAX (0.23). AFDZX was incepted earlier than VSCAX: AFDZX (11 years) vs VSCAX (27 years). AFDZX (1.36) is less costly to investors than VSCAX (1.10). 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 annual gain was more profitable for investors over the last year : 18.26 vs. AFDZX (8.20). VSCAX return over 5 years is better than : 68.92 vs. AFDZX (61.30).
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.704 | 12.643 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 9.42B | 10% |
| Annual Yield % from dividends | 0.68 | 0.23 | 294% |
| Returns for 1 year | 8.20 | 18.26 | 45% |
| Returns for 3 years | 30.36 | 51.27 | 59% |
| Returns for 5 years | 61.30 | 68.92 | 89% |
| Returns for 10 years | 224.05 | 108.32 | 207% |
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