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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$23.16
Change-$0.21 (-0.90%)
VolumeN/A
Net Assets904.04M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
AFDZX vs VSIIX Comparison Chart in %
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AFDZX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. AFDZX (904M). VSIIX pays higher dividends than AFDZX: VSIIX (2.08) vs AFDZX (1.09). 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). AFDZX (6.86) and VSIIX (6.63) have marching annual gain over last year. AFDZX return over 5 years is better than : 106.63 vs. VSIIX (76.63).
| 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 | 5.705 | 2.672 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 56.4B | 2% |
| Annual Yield % from dividends | 1.09 | 2.08 | 52% |
| Returns for 1 year | 6.86 | 6.63 | 103% |
| Returns for 3 years | 25.73 | 19.32 | 133% |
| Returns for 5 years | 106.63 | 76.63 | 139% |
| Returns for 10 years | 147.50 | 99.67 | 148% |
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