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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$19.42
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets714.27M
American Century Small Cap Value R
Price$8.62
Change+$0.10 (+1.17%)
VolumeN/A
Net Assets4.33B
AFDVX vs ASVRX Comparison Chart
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AFDVX vs. ASVRX commentary
Apr 19, 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: 4.33B vs. AFDVX (714M). AFDVX pays higher dividends than ASVRX: AFDVX (0.96) vs ASVRX (0.51). 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 : -1.66 vs. ASVRX (-13.16). AFDVX return over 5 years is better than : 140.11 vs. ASVRX (62.72).
| 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 | -10.713 | -15.976 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 4.33B | 16% |
| Annual Yield % from dividends | 0.96 | 0.51 | 188% |
| Returns for 1 year | -1.66 | -13.16 | 13% |
| Returns for 3 years | 6.34 | -12.10 | -52% |
| Returns for 5 years | 140.11 | 62.72 | 223% |
| Returns for 10 years | N/A | -5.15 | - |
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