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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$22.52
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. AFDZX (887M). AFDZX pays higher dividends than VSCAX: AFDZX (1.10) vs VSCAX (0.35). 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: 40.00 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 : 9.30 vs. VSCAX (5.03). AFDZX (136.38) and VSCAX (135.31) 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 | 2.784 | 2.722 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 6.97B | 13% |
| Annual Yield % from dividends | 1.10 | 0.35 | 318% |
| Returns for 1 year | 9.30 | 5.03 | 185% |
| Returns for 3 years | 40.93 | 43.85 | 93% |
| Returns for 5 years | 136.38 | 135.31 | 101% |
| Returns for 10 years | 138.95 | 20.55 | 676% |
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