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AFDZX vs VSCAX
AFDZX vs VSCAX Comparison
Open Charts AFDZX vs VSCAX
Applied Finance Explorer Institutional
Price$23.32
Change-$0.43 (-1.81%)
VolumeN/A
Net Assets917.99M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
AFDZX vs VSCAX Comparison Chart in %
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AFDZX vs. VSCAX commentary
Nov 14, 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: 7.75B vs. AFDZX (918M). AFDZX pays higher dividends than VSCAX: AFDZX (1.02) 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 : -0.35 vs. AFDZX (-1.93). AFDZX (90.94) and VSCAX (90.72) have equivalent 5 years return.
| AFDZX | VSCAX | AFDZX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 1.36 | 1.10 | 124% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 6.435 | 11.782 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 7.75B | 12% |
| Annual Yield % from dividends | 1.02 | 0.32 | 322% |
| Returns for 1 year | -1.93 | -0.35 | 553% |
| Returns for 3 years | 34.48 | 36.18 | 95% |
| Returns for 5 years | 90.94 | 90.72 | 100% |
| Returns for 10 years | 161.23 | 46.42 | 347% |
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