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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$24.30
Change-$0.15 (-0.61%)
VolumeN/A
Net Assets954.5M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. AFDZX (955M). AFDZX pays higher dividends than VSCAX: AFDZX (1.00) vs VSCAX (0.31). 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 : 7.48 vs. AFDZX (2.58). VSCAX return over 5 years is better than : 88.18 vs. AFDZX (83.58).
| 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 | 10.589 | 21.523 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 8.48B | 11% |
| Annual Yield % from dividends | 1.00 | 0.31 | 327% |
| Returns for 1 year | 2.58 | 7.48 | 34% |
| Returns for 3 years | 41.07 | 52.50 | 78% |
| Returns for 5 years | 83.58 | 88.18 | 95% |
| Returns for 10 years | 185.50 | 80.66 | 230% |
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