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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$23.16
Change-$0.21 (-0.90%)
VolumeN/A
Net Assets904.04M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Aug 18, 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: 7.03B vs. AFDZX (904M). AFDZX pays higher dividends than VSCAX: AFDZX (1.09) vs VSCAX (0.34). 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 (32.00). VSCAX has a lower initial minimum investment than AFDZX: VSCAX (1000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 6.86 vs. VSCAX (6.49). AFDZX (106.63) and VSCAX (105.42) have equivalent 5 years return.
| 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 | 5.705 | 3.658 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 7.03B | 13% |
| Annual Yield % from dividends | 1.09 | 0.34 | 321% |
| Returns for 1 year | 6.86 | 6.49 | 106% |
| Returns for 3 years | 25.73 | 30.98 | 83% |
| Returns for 5 years | 106.63 | 105.42 | 101% |
| Returns for 10 years | 147.50 | 26.84 | 549% |
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