AFDZX
Price
$23.36
Change
+$0.05 (+0.21%)
Updated
Oct 17 closing price
Net Assets
917.9M
VSCAX
Price
$25.61
Change
-$0.16 (-0.62%)
Updated
Oct 17 closing price
Net Assets
7.51B
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AFDZX vs VSCAX

Header iconAFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAXBanner chart's image
Applied Finance Explorer Institutional
Price$23.36
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets917.9M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Oct 19, 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 Hold and VSCAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. AFDZX (918M). AFDZX pays higher dividends than VSCAX: AFDZX (1.00) vs VSCAX (0.32). AFDZX was incepted earlier than VSCAX: AFDZX (10 years) vs VSCAX (26 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 : 2.33 vs. AFDZX (-0.02). VSCAX return over 5 years is better than : 106.26 vs. AFDZX (96.56).
AFDZXVSCAXAFDZX / VSCAX
Total Expense Ratio0.831.1075%
Annual Report Gross Expense Ratio1.361.10124%
Fund Existence10 years26 years-
Gain YTD6.6188.93274%
Front LoadN/A6%-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets918M7.51B12%
Annual Yield % from dividends1.000.32317%
Returns for 1 year-0.022.33-1%
Returns for 3 years44.0849.6489%
Returns for 5 years96.56106.2691%
Returns for 10 years157.8139.02404%
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