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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$24.01
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets963.86M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Jan 15, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. AFDZX (964M). AFDZX pays higher dividends than VSCAX: AFDZX (0.70) vs VSCAX (0.25). 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 : 13.42 vs. AFDZX (9.10). AFDZX return over 5 years is better than : 65.53 vs. VSCAX (60.33).
| 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 | 3.402 | 7.230 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 964M | 8.84B | 11% |
| Annual Yield % from dividends | 0.70 | 0.25 | 278% |
| Returns for 1 year | 9.10 | 13.42 | 68% |
| Returns for 3 years | 38.52 | 49.33 | 78% |
| Returns for 5 years | 65.53 | 60.33 | 109% |
| Returns for 10 years | 217.03 | 99.03 | 219% |
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