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AFDZX vs VSIAX
AFDZX vs VSIAX Comparison
Open Charts AFDZX vs VSIAX
Applied Finance Explorer Institutional
Price$24.08
Change+$0.53 (+2.25%)
VolumeN/A
Net Assets945.99M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
AFDZX vs VSIAX Comparison Chart in %
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AFDZX vs. VSIAX commentary
Feb 05, 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. AFDZX (946M). VSIAX pays higher dividends than AFDZX: VSIAX (1.85) vs AFDZX (0.68). AFDZX was incepted earlier than VSIAX: AFDZX (11 years) vs VSIAX (14 years). AFDZX (1.36) is less costly to investors than VSIAX (0.07). AFDZX is a more actively managed with annual turnover of: 37.29 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AFDZX: VSIAX (3000) vs AFDZX (10000). VSIAX annual gain was more profitable for investors over the last year : 12.04 vs. AFDZX (8.20). AFDZX return over 5 years is better than : 61.30 vs. VSIAX (51.14).
| AFDZX | VSIAX | AFDZX / VSIAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 1.36 | 0.07 | 1,943% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.704 | 6.559 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 59.8B | 2% |
| Annual Yield % from dividends | 0.68 | 1.85 | 37% |
| Returns for 1 year | 8.20 | 12.04 | 68% |
| Returns for 3 years | 30.36 | 29.92 | 101% |
| Returns for 5 years | 61.30 | 51.14 | 120% |
| Returns for 10 years | 224.05 | 162.42 | 138% |
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