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AFDZX vs VSIAX
AFDZX vs VSIAX Comparison
Open Charts AFDZX vs VSIAX
Applied Finance Explorer Institutional
Price$23.16
Change-$0.21 (-0.90%)
VolumeN/A
Net Assets904.04M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
AFDZX vs VSIAX Comparison Chart in %
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AFDZX vs. VSIAX commentary
Aug 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. AFDZX (904M). VSIAX pays higher dividends than AFDZX: VSIAX (2.07) vs AFDZX (1.09). AFDZX was incepted earlier than VSIAX: AFDZX (10 years) vs VSIAX (14 years). AFDZX (1.37) is less costly to investors than VSIAX (0.07). AFDZX is a more actively managed with annual turnover of: 32.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AFDZX: VSIAX (3000) vs AFDZX (10000). AFDZX (6.86) and VSIAX (6.63) have marching annual gain over last year. AFDZX return over 5 years is better than : 106.63 vs. VSIAX (76.57).
| AFDZX | VSIAX | AFDZX / VSIAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 1.37 | 0.07 | 1,957% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 5.705 | 2.680 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 56.4B | 2% |
| Annual Yield % from dividends | 1.09 | 2.07 | 53% |
| Returns for 1 year | 6.86 | 6.63 | 104% |
| Returns for 3 years | 25.73 | 19.32 | 133% |
| Returns for 5 years | 106.63 | 76.57 | 139% |
| Returns for 10 years | 147.50 | 99.65 | 148% |
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