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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$22.52
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AFDZX vs VSIIX Comparison Chart in %
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AFDZX vs. VSIIX commentary
Jul 06, 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: 54B vs. AFDZX (887M). 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 : 11.69 vs. AFDZX (9.30). AFDZX return over 5 years is better than : 136.38 vs. VSIIX (94.15).
| 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 | 2.784 | 2.040 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 54B | 2% |
| Annual Yield % from dividends | 1.10 | 2.12 | 52% |
| Returns for 1 year | 9.30 | 11.69 | 80% |
| Returns for 3 years | 40.93 | 34.90 | 117% |
| Returns for 5 years | 136.38 | 94.15 | 145% |
| Returns for 10 years | 138.95 | 96.60 | 144% |
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