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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$21.22
Change-$0.33 (-1.53%)
VolumeN/A
Net Assets846.21M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
AFDZX vs VSIIX Comparison Chart
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AFDZX vs. VSIIX commentary
Jun 15, 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 Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AFDZX (846M). VSIIX pays higher dividends than AFDZX: VSIIX (2.24) vs AFDZX (1.14). 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 : 3.81 vs. AFDZX (3.54). AFDZX return over 5 years is better than : 123.64 vs. VSIIX (80.64).
| 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 | -3.149 | -4.316 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 54B | 2% |
| Annual Yield % from dividends | 1.14 | 2.24 | 51% |
| Returns for 1 year | 3.54 | 3.81 | 93% |
| Returns for 3 years | 28.57 | 26.18 | 109% |
| Returns for 5 years | 123.64 | 80.64 | 153% |
| Returns for 10 years | 120.89 | 80.51 | 150% |
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