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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$21.93
Change-$0.19 (-0.86%)
VolumeN/A
Net Assets867.63M
American Century Small Cap Value R
Price$9.69
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets4.72B
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.72B vs. AFDVX (868M). AFDVX pays higher dividends than ASVRX: AFDVX (0.92) vs ASVRX (0.42). 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: 39.00 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 : -0.61 vs. ASVRX (-10.36). AFDVX return over 5 years is better than : 122.06 vs. ASVRX (62.30).
| 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 | 1.701 | -3.740 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 4.72B | 18% |
| Annual Yield % from dividends | 0.92 | 0.42 | 220% |
| Returns for 1 year | -0.61 | -10.36 | 6% |
| Returns for 3 years | 37.13 | 9.93 | 374% |
| Returns for 5 years | 122.06 | 62.30 | 196% |
| Returns for 10 years | 127.99 | 8.55 | 1,497% |
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