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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
Net Assets945.55M
American Century Small Cap Value R
Price$9.74
Change-$0.15 (-1.52%)
VolumeN/A
Net Assets4.31B
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Oct 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 AFDVX is a Hold and ASVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.31B vs. AFDVX (946M). AFDVX pays higher dividends than ASVRX: AFDVX (0.84) vs ASVRX (0.41). AFDVX was incepted earlier than ASVRX: AFDVX (10 years) vs ASVRX (16 years). AFDVX (1.69) is less costly to investors than ASVRX (1.58). ASVRX (39.00) and AFDVX (37.29) have comparable annual turnover. AFDVX has a lower initial minimum investment than ASVRX: AFDVX (1000) vs ASVRX (2500). AFDVX annual gain was more profitable for investors over the last year : 4.83 vs. ASVRX (-6.75). AFDVX return over 5 years is better than : 98.75 vs. ASVRX (46.29).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.58 | 68% |
| Annual Report Gross Expense Ratio | 1.69 | 1.58 | 107% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.322 | -2.241 | -371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 4.31B | 22% |
| Annual Yield % from dividends | 0.84 | 0.41 | 204% |
| Returns for 1 year | 4.83 | -6.75 | -72% |
| Returns for 3 years | 50.06 | 17.97 | 279% |
| Returns for 5 years | 98.75 | 46.29 | 213% |
| Returns for 10 years | 158.07 | 15.65 | 1,010% |
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