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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$24.12
Change+$0.34 (+1.43%)
VolumeN/A
CapitalizationN/A
American Century Small Cap Value R
Price$11.55
Change+$0.20 (+1.76%)
VolumeN/A
CapitalizationN/A
AFDVX vs ASVRX Comparison Chart
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AFDVX vs. ASVRX commentary
Nov 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.83B vs. AFDVX (856M). AFDVX pays higher dividends than ASVRX: AFDVX (0.73) vs ASVRX (0.47). AFDVX was incepted earlier than ASVRX: AFDVX (9 years) vs ASVRX (15 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. AFDVX (29.88). 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 : 30.75 vs. ASVRX (26.93). AFDVX return over 5 years is better than : 117.02 vs. ASVRX (52.26).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 17.028 | 12.565 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 5.83B | 15% |
| Annual Yield % from dividends | 0.73 | 0.47 | 155% |
| Returns for 1 year | 30.75 | 26.93 | 114% |
| Returns for 3 years | 20.10 | -1.35 | -1,493% |
| Returns for 5 years | 117.02 | 52.26 | 224% |
| Returns for 10 years | N/A | 18.55 | - |
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