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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$20.98
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets814.24M
American Century Small Cap Value R
Price$9.16
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets4.54B
AFDVX vs ASVRX Comparison Chart
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AFDVX vs. ASVRX commentary
Jun 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 AFDVX is a Buy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. AFDVX (814M). AFDVX pays higher dividends than ASVRX: AFDVX (0.95) vs ASVRX (0.53). AFDVX was incepted earlier than ASVRX: AFDVX (10 years) vs ASVRX (15 years). AFDVX (1.69) is less costly to investors than ASVRX (1.59). ASVRX is a more actively managed with annual turnover of: 46.00 vs. AFDVX (32.00). 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 : 1.21 vs. ASVRX (-8.93). AFDVX return over 5 years is better than : 97.82 vs. ASVRX (39.63).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.59 | 68% |
| Annual Report Gross Expense Ratio | 1.69 | 1.59 | 106% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -3.632 | -9.467 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 4.54B | 18% |
| Annual Yield % from dividends | 0.95 | 0.53 | 179% |
| Returns for 1 year | 1.21 | -8.93 | -14% |
| Returns for 3 years | 14.65 | -5.87 | -250% |
| Returns for 5 years | 97.82 | 39.63 | 247% |
| Returns for 10 years | N/A | 2.65 | - |
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