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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$23.83
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets932.04M
American Century Small Cap Value R
Price$10.27
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets4.69B
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Aug 29, 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 StrongBuy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.69B vs. AFDVX (932M). AFDVX pays higher dividends than ASVRX: AFDVX (0.91) 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 : 7.22 vs. ASVRX (-3.35). AFDVX return over 5 years is better than : 115.77 vs. ASVRX (55.27).
| 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 | 9.563 | 1.888 | 507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 4.69B | 20% |
| Annual Yield % from dividends | 0.91 | 0.41 | 222% |
| Returns for 1 year | 7.22 | -3.35 | -216% |
| Returns for 3 years | 36.48 | 10.34 | 353% |
| Returns for 5 years | 115.77 | 55.27 | 209% |
| Returns for 10 years | 163.55 | 23.36 | 700% |
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