Interact to see
Advertisement
Advertisement
AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$22.57
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets886.09M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
AFDZX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDZX vs. VSIIX commentary
Jul 28, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. AFDZX (886M). VSIIX pays higher dividends than AFDZX: VSIIX (2.12) vs AFDZX (1.10). AFDZX was incepted earlier than VSIIX: AFDZX (10 years) vs VSIIX (26 years). AFDZX (1.37) is less costly to investors than VSIIX (0.06). AFDZX is a more actively managed with annual turnover of: 32.00 vs. VSIIX (16.00). AFDZX has a lower initial minimum investment than VSIIX: AFDZX (10000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. AFDZX (0.61). AFDZX return over 5 years is better than : 125.25 vs. VSIIX (89.04).
| AFDZX | VSIIX | AFDZX / VSIIX | |
| Total Expense Ratio | 0.83 | 0.06 | 1,383% |
| Annual Report Gross Expense Ratio | 1.37 | 0.06 | 2,283% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.012 | 2.903 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 55.6B | 2% |
| Annual Yield % from dividends | 1.10 | 2.12 | 52% |
| Returns for 1 year | 0.61 | 5.59 | 11% |
| Returns for 3 years | 33.37 | 31.09 | 107% |
| Returns for 5 years | 125.25 | 89.04 | 141% |
| Returns for 10 years | 141.94 | 102.89 | 138% |