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AFDZX vs VSIIX
AFDZX vs VSIIX Comparison
Open Charts AFDZX vs VSIIX
Applied Finance Explorer Institutional
Price$24.24
Change+$0.32 (+1.34%)
VolumeN/A
Net Assets949.95M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
AFDZX vs VSIIX Comparison Chart in %
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AFDZX vs. VSIIX commentary
Sep 09, 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: 59.2B vs. AFDZX (950M). VSIIX pays higher dividends than AFDZX: VSIIX (1.98) vs AFDZX (1.00). 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: 37.29 vs. VSIIX (16.00). AFDZX has a lower initial minimum investment than VSIIX: AFDZX (10000) vs VSIIX (5000000). AFDZX annual gain was more profitable for investors over the last year : 11.66 vs. VSIIX (10.21). AFDZX return over 5 years is better than : 124.33 vs. VSIIX (86.40).
| 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 | 11.000 | 6.695 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 59.2B | 2% |
| Annual Yield % from dividends | 1.00 | 1.98 | 50% |
| Returns for 1 year | 11.66 | 10.21 | 114% |
| Returns for 3 years | 47.09 | 36.67 | 128% |
| Returns for 5 years | 124.33 | 86.40 | 144% |
| Returns for 10 years | 175.08 | 117.87 | 149% |
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